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Financial medicine: good for all?

I recently had a rather spirited discussion about how the Bank of Canada’s recent rate decrease would affect my clients. The  other party to the discussion was adamant that what was good for the macro economy would be good for the participants in that economy,...

The quest to discover if curiousity is dead

The motivation to begin this blog stemmed from a conversation with an accountant who is one of my resources. I had wanted her to confirm a tax fact for me. She did not know the answer, which surprised me. In my mind accountants were supposed to know more about tax...

A part of all you earn is yours to keep: Issue 24

This is the time of year when we reflect on possible seasonal excesses and think sober thoughts of cutting back, diets, etc. In the past I have mentioned variations of the dreaded ‘B’ word , and have provided a tool for keeping track of your spending....

Rules: Who Needs Them? Issue 23

Here we are in the season that is supposedly summer. Hopefully everyone is enjoying their holidays. A couple ‘events’ that my clients have experienced highlight the importance of keeping up with paper correspondence. I can see you all rolling your eyes equating...