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Essential Tip for Writing a Will That Protects Your Loved Ones
Tips from Warren Buffett: “When your children are mature, have them read your will before you sign it,” Berkshire Hathaway CEO Warren...

David Shortill
Aug 12 min read


Why is Donald Trump not in Jail yet?
Corruption and the plan to be a dictator seem to be working. The legal status of Donald Trump has sparked serious debate ever since he...

David Shortill
Jun 34 min read


Warren Buffett's four ideals to financial success:
1.Find work that brings you passion “In the world of business, the people who are most successful are those who are doing what they...

David Shortill
Apr 173 min read


Tariffs as seen by Warren Buffett
From CNN March 3, 2025 Warren Buffett, the 94-year-old investment icon and longtime economic sage, isn't one to wade into political...

David Shortill
Mar 44 min read


History of Tariffs
By Elsa Cunnington – Contributor Tariffs have been making headlines with the return of the 45th president south of the border,...

David Shortill
Feb 73 min read


Oh Canada, Trudeau gone....who and what's next? And America is in the Toilet what will become of our world?
Today, as California burns and Russia and Ukraine battle into 2025. The United States of America seems anything but United. Donald Duck...

David Shortill
Jan 124 min read


Year End Tax Tips 2024
Tax planning Tax planning in Canada needs to start the year before March and April for the savi e money manager. Year-end tax planning...

David Shortill
Dec 13, 20244 min read


Warren Buffett: Three Tips for the Novice Investor. Also, what Dave calls bottom up investing, vs top down. If you learn one thing today. Let it be three.
Warren Buffett is recognized as an icon of investing, a billionaire, and a philanthropist, and he is known for his frugal lifestyle. His...

David Shortill
Aug 20, 20241 min read


Six important retirement strategies:
Partial RRIF conversion If you have eligible pension income, you may qualify for the pension income amount. This is a tax credit that can...

David Shortill
May 14, 20245 min read


Federal Budget - What's in it for you?
A pretty bland budget if you ask me. Here are the items that may affect your family: The following measures aim to make homeownership...

David Shortill
Apr 17, 20243 min read


PURPOSEFUL GOAL SETTING
STEP 1: REFLECT ON THE PAST YEAR Before you dive into the new year, take some time to think about 2023. You’ve come a long way since last...

David Shortill
Apr 8, 20243 min read


Tax changes for the 2023 filing season
Here’s a handy roundup, from home office expenses to house flipping: Taxes may well be a certainty of life, but they can morph and...

David Shortill
Mar 15, 20244 min read


Have rates peaked in Canada?
The Bank of Canada (The BoC) signals it has reached peaked rates as the BoC held its benchmark overnight interest rate steady at 5% at...

David Shortill
Feb 9, 20245 min read


The First Home Savings Account
For many of our clients, the number one savings goal (apart from saving for retirement) is buying their first home. If you or someone you...

David Shortill
Jan 30, 20243 min read


Warren Buffett's Four Rules to Financial Success:
1. Pay yourself first As Buffett has noted and demonstrated on multiple occasions, you should "pay yourself first" by putting a portion...

David Shortill
Jan 10, 20243 min read


Goal Setting Points from Business for Business Networks
Setting goals for the new year is a great way to focus your efforts and work towards personal and professional growth. Here are some tips...

David Shortill
Jan 4, 20242 min read


The new retirement is going to be a long haul...
Rising life expectancies make planning a challenge, but new tools and strategies can help you reach your goals. I like to call it a...

David Shortill
Nov 17, 20233 min read


Commute or not to Commute?
When leaving an employer, many people are faced with the decision to leave their pension entitlements on a paid-up basis with their...

David Shortill
Oct 13, 20235 min read


When should we take our CPP, or OAS?
When to claim benefits from Canada Pension Plan (CPP) – is an important financial decision for retiring Canadians. With an ageing...

David Shortill
Aug 30, 20231 min read


Where are interest rates going next?
CORRA forecast curve holds clues about where interest rates could go next ROBERT MCLISTER SPECIAL TO THE GLOBE AND MAIL PUBLISHED AUGUST...

David Shortill
Aug 8, 20233 min read
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