General Updates
August 9th, 2011 – Stock market action commentary
Markets have been trading for two sessions now since the US was downgraded by S&P. While the net effect is a decline in stock prices and bond yields (bond prices higher), markets shot ahead today after the US Fed committed to keep interests rates low until at least mid-2013. Volatility has been stunning with vicious…
Our Programs
A process for Financial Progress The KAIZEN Financial Planning Process™ is an evolutionary approach to comprehensive financial planning. Starting with the name “KAIZEN”, which is a Japanese word for constant and never ending improvement, you get a first glimpse at our core process that is truly different. Our process is designed to encompass all key…
Canada Pension Plan New Rules
Have you been wondering how the new Canada Pension Plan rules are going to effect you? Well, today I had an interesting conversation with a journalist from The Toronto Star newspaper on this exact topic. So, I decided to put a brief summary together of some of the main points we discussed today. If you…
A once in a lifetime package offer for city of Toronto employees
If you are a city of Toronto employee, you will be very interested in this post. Because it could be a financial windfall for you. The story goes like this: Toronto City Hall is offering a buyout package to all permanent public service employees. The offer will be three weeks pay for each year of…
2009 — The Year It Paid Off to Stay In
Congratulations! You rode out the 2008 market correction without changing course – and now it’s paid off (and what a payoff). Although we experienced an extremely tough year in global markets in 2008, those who stayed invested – and invested more – benefited from one of the biggest stock market rallies since 1979. Close to home,…
Highlights of the 2010 Federal Budget
The 2010 Federal Budget was delivered as Canada and other nations are slowly working their way out of the recent global recession. While Canada experienced less of a decline than other countries, the Canadian economy still has some work to do before it will fully get back on its feet. As expected, this is very…
TAX TIP – 100% Write Off for Computer Equipment – Limited Offer!
The 2009 Federal budget announced a temporary 100% Capital Cost Allowance (CCA) rate for computer equipment and systems software. Computer equipment or systems software purchased after January 27, 2009 and before February 1, 2011 will be eligible for the 100% CCA rate, provided that the equipment and software would otherwise be included in Class 50…