A Moment About Your Money by Ted Wernham

How the Estate Administration Tax will E.A.T. Your Mother’s Estate

Some elders add a child to their bank account to avoid probate.  We would not recommend this practice, nor does it appear that it will remain […]

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Elder Planning Issues Conference – Pleased to be presenting

Today, the Elder Planning Issues Conference will focus on the issues facing Boomers in 2013 and beyond.  Valuable knowledge to be learned!  You can expect that […]

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You are paying for a pension, but it is not yours!

For most Canadians, retirement income is less than what it should be.  Add insult to injury!  The Federal Government Civil Service Pension DEFICIT is 200 billion.  […]

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One of the Best …

As your financial advisor, one of the most important aspects of my role is to look for opportunities to improve your overall personal finances. Is your […]

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