The Bank Alternative For Like Minded Canadians

Geoff Cook - CFP, CHAIP

25 March, 2014

It has been said that Canadians love their big banks…this may be true but evidence suggests an increasing number of Canadians choose to engage the services of investment advisors who are totally ind...

A common misunderstanding about TFSA and RRSP

Geoff Cook - CFP, CHAIP

21 August, 2012

I am constantly explaining a common misunderstanding to people. They are not aware of their freedom with their RRSP's and TFSA's.Let me explain...What most people think is that these are accounts that...

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Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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