Estate Planning - My Own Advisor

Preserving Wealth – Book Review and Giveaway

Posted on August 23, 2021 by Mark | 101 Comments

Preserving Wealth – Book Review and Giveaway Contrary to what the financial industry advertisements tell you, saving for retirement is only one challenge for investors. Unfortunately, preserving wealth and sustaining it gets very little attention. So, I believe, most of…

What is an Executor of a Will and what do they do?

Posted on June 30, 2021 by Mark | 4 Comments

What is an Executor of a Will and what do they do? It is a bit of morbid thought maybe, but the role of an Executor is critical for estate planning and very much central to any estate management settlement…

Tax tips every Canadian should know

Posted on March 21, 2021 by Mark | 32 Comments

Tax tips every Canadian should know This is an updated post with tons of great, new content – enjoy these tax tips every Canadian should know about! Welcome to tax season folks! This season is not nearly as exciting as any normal…

What is a Financial Plan and what should it cover?

Posted on December 9, 2020 by Mark | 20 Comments

What is a Financial Plan and what should it cover? A Financial Plan: your documented plan to meet short-term needs, with confidence you can achieve your long-term objectives, while managing risk. That’s a bit to unpack but that’s my quick…

Beneficiaries for TFSAs, RRSPs, RRIFs and other key accounts

Posted on July 26, 2018 by Mark | 34 Comments

Beneficiaries for TFSAs, RRSPs, RRIFs and other key accounts The following is a sponsored post by Sun Life Financial, all thoughts and opinions are my own. It has been said there are two certainties in life – death and taxes.…