Useful Calculators

Geoff Cook - CFP, CHAIP

 We sometime take for granted the simple access we have to great tools. Here are some useful calculators we use... Financial Needs Analysis        &nb...

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Debt - The New Normal

Geoff Cook - CFP, CHAIP

It is no surprise that we are having debt issues in Canada. Most people are feeling the pressure. I have included below a piece that illustrates this reality.Much like anything in life that we are try...

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Why the average person is broke

Geoff Cook - CFP, CHAIP

Of 100 men at age 6554 will be BROKE (live too long)36 will be DEAD (live too short)5 will still be WORKING (no choice)1 will be RICH (money at work)Source: Statistics Canada Why the Average Family/Pe...

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Personal and Financial Information Organizer

Geoff Cook - CFP, CHAIP

It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future aspouse, family member, or frie...

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Dont Forget These Two Simple Steps When Estate Planning

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...

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How to Save the Family Cottage

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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