Articles

Barb is regularly featured in several publications. You can read a selection of these articles below.
(Click to expand)

2012

"Financial checkup: Divorced man needs to start saving"
Investment Executive - November 2012
Tags: Divorce, Retirement, Savings

"When clients relocate"
Investment Executive - November 2012
Tags: Moving, Principal Residence, Cost of living

"How to maximize RESPs"
MoneySense Magazine - September/October 2012
Tags: Children, Parenting, Education, RESPs

"Family profile: On the Edge of Disaster"
MoneySense Magazine - July 2012
Tags: Debt, Losing a Job, Children's Health, Home Ownership

"Leaving it all behind"
MoneySense Magazine - April 2012
Tags: Entrepreneur, Marriage, Moving, Running your own business, Buyout Offer

"Planning Ahead"
MoneySense Magazine - March 2012
Tags: Car buying, home buying, planning ahead, financial advice

"Protection Plan"
MoneySense Magazine - March 2012
Tags: Emergency cash, life insurance, disability insurance

"A disaster unfolding"
MoneySense Magazine - February 2012
Tags: Living together, joint finances, being in a relationship with money, different financial objectives

"Disability Insurance - Preparing for the worst"
MoneySense Magazine - January 2012
Tags: Disability insurance, financial planning, is it worth it?

2011

"Projecting inflation is no easy task"
Investment Executive - November 2011
Tags: Retirement Benefits, Advice for Advisors, Adjusting inflation rates, predicting inflation rates

"Family profile: A tragic development"
MoneySense Magazine - November 2011
Tags: Living with a disability, Financial struggles

"Family profile: A lesson in Austerity"
MoneySense Magazine - November 2011
Tags: Debt, Savings, Retirement Plans, RESP, Mortgage Payments

"Starting a business before being tied down"
Globe and Mail - October 2011
Tags: Personal Finance, Young Entrepreneur, Tax advice, Savings
Video: "Financial advice for young entrepreneurs"

"Don't Hide Cash Under the Mattress"
Financial Post - July 2011
Tags: Cash Account, GICs, Low Interest, Online Savings Accounts

"School Dollar Daze"
Financial Post - May 2011
Tags: Saving for education, Student savings, Registered Education Savings Plan, University costs

"Accelerated Payments Can Save a Bundle"
Financial Post - March 2011
Tags: Mortgages, Home ownership, Mortgage repayment, Borrow to invest

"Teacher's Pension a Lifesaver"
Investment Executive - January 2011 Edition
Tags: Losing a job, Pension plan, Planning for retirement, Selling house

2010

"An Impossible Choice" MoneySense Magazine - Dec 2010
Tags: Children, Financial Planning, University Costs, Ill parents

"Dream Home Nightmare" MoneySense Magazine - November 2010
Tags: House debt, Canadian dream, Buying a house, Downsizing, Debt

"Tax Strategy to Retirement Planning" Financial Post - November 2010
Tags: Tax Strategy, Retirement Planning, Tax Preferred Options

"Rich at Any Age - Your Teens" MoneySense Magazine - Summer 2010
Tags: Building wealth, Life lessons, Your Teens, Family finances

"Family Profile - The Big Illusion" MoneySense Magazine - Summer 2010
Tags: Financial plan, Assets, Debt, Family profile, Canadian dream

2009

"Get Answers to Your RRSP Questions" MoneySense Magazine - December 2009
Tags: Retirement, RRSP Advice, Savings, Financial Planner

"Who Should Have Segregated Funds in their RRSP Portfolio?" MoneySense Magazine - December 2009
Tags: Investments, Q&A, Retirement, RRSP, Segregated Funds

"Will I Save Money if I Withdraw on Maternity Leave? MoneySense Magazine - December 2009
Tags: RRSP, Maternity Leave, Tax Savings

"Not Paying Income Tax This Year - Should I Withdraw?" MoneySense Magazine - December 2009
Tags: Unemployment, RRSP, Mutual Funds, Investing, Financial Planner

"Should I Use My Refund to Pay Down Debt?" MoneySense Magazine - December 2009
Tags: Tax refund, Paying down debt, Retirement, RRSP

"From Rich to Ruin" MoneySense Magazine - Fall 2009
Tags: Employment insurance advice, Financial planner, Family profile

2004-2008

"Get Answers to Your RRSP Questions" MoneySense Magazine - October 2006


"Who Should Have Segregated Funds in their RRSP Portfolio?" MoneySense Magazine - Summer 2006


"Will I Save Money if I Withdraw on Maternity Leave? MoneySense Magazine - May 2006


"Not Paying Income Tax This Year - Should I Withdraw?" MoneySense Magazine - April 2006


"Should I Use My Refund to Pay Down Debt?" MoneySense Magazine - Dec-Jan 2006


"From Rich to Ruin" MoneySense Magazine - November 2005


"Can You Slash Your Income Tax?" MoneySense Magazine - Winter 2004

Blog

BulletinsBulletins

Every year we summarize the latest budget developments and other matters of interest that may affect your finances.
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Newsletter

Here you can also find our tri-annual e-newsletter that discusses topics such as Charitable Giving, Education Funding, Retirement, Lease vs. Buy, Interest Deductibility and Selling your own Home.

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