Financial Planning

Back to School – Back to Work

by Bev Moir on September 6, 2011

From ‘Discovering She’ Magazine, September 2011 Sadly the relaxed days of summer are coming to an end and the glorious warm weather will soon begin to fade. However we can look forward to crisp, cool fall days, the rich fall colours and hopefully a bright sunny Indian Summer! If you’re like me, you begin September [...]

{ 0 comments }

Enjoying Your Family Cottage Now and Planning for Passing it On to the Next Generation

by Bev Moir on July 25, 2011

From ‘Discovering She’ Magazine, August 2011 Talking with Women About Money – August It’s a HOT summer and I hope you’re enjoying it at your favorite “home away from home,” your family cottage. For many of us, our cottage represents the second largest financial investment we will make. There is, however, an important difference between [...]

{ 0 comments }

Personal Tax Organizer

by Bev Moir on April 13, 2011

Here is a Personal Tax Organizer to help you prepare to file your income tax. (pdf)

{ 0 comments }

Helping New Dentists Realize Their Dreams, Three key pieces of advice for graduates

by Bev Moir on May 13, 2010

Bev wrote this article for the May issue of Ontario Dentist It’s no surprise recent dental school graduates are eager to kiss their student budgets goodbye and reward themselves after years of intense study. With a much-improved cash flow, thanks to steady employment, they’re ready to spend their hard-earned money. But, graduates, beware. Some sound [...]

{ 0 comments }

Integrating Charitable Giving into Your Financial and Estate Plan

by Bev Moir on November 30, 2009

This article appeared in the Fall 2009 Registered Nurses’ Foundation of Ontario Newsletter Charitable giving is a growing priority for many Canadians. We see this in recent statistics showing a substantial increase in donations. This kind of support for charity is unprecedented in our history. While generosity and belief in community are primary motivators, the [...]

{ 0 comments }

Investment Insights

by Bev Moir on April 6, 2009

Finally spring is approaching and we can say good riddance to winter garb, all that snow, and dark winter days!! It also means we’re getting closer to the end rather than the beginning of this terrible stock market downturn and economic malaise. It’s a matter of time before markets and the economy recover, and I [...]

{ 0 comments }

Financial planners gear up for launch of the new Tax Free Savings Accounts

by Bev Moir on December 8, 2008

From the Insurance Journal by Red Bolton Financial planners across Canada are eagerly awaiting the Jan. 1, 2009 launch of the new tax-free savings accounts (TFSA). “We’re anticipating quite a rush, quite a demand to open in January,” says Bev Moir, a senior wealth advisor with Scotia McLeod. Ms. Moir has already made the necessary [...]

{ 0 comments }

Tax-Free Savings Account (TFSA)

by Bev Moir on September 10, 2008

A Savings Plan for All Canadians for Their Future The Government proposes to reduce the taxation of savings through the introduction of a Tax-Free Savings Account (TFSA) How the Tax-Free Savings Account Will Work

{ 1 comment }

Caring for aging parents and saving for children’s education … For many Canadians, there’s little left over for RRSPs

by Bev Moir on January 30, 2008

REPORT ON RRSPs: FAMILY NEEDS AND RETIREMENT PLANNING Squeezed in a generational sandwich MARJO JOHNE Special to The Globe and Mail January 30, 2008 Each month, after covering her share of the household bills and mortgage payment, Lucy Ye takes the bulk of the money left in her bank account and uses it to cover [...]

{ 0 comments }

2007 Year-End Tax Tips

by Bev Moir on December 11, 2007

The end of another year is once again upon us. And while tax planning is a year-round activity as part of the financial planning process, now’s the time to pay special attention to various tax issues before it’s too late. To that end, this issue of Year-End Tax Tips briefly outlines some of the more [...]

{ 0 comments }

← Previous Entries