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Wealth

7 Things You Need to Tell Your Family Before You Die

by Christopher Liew, CFA, CFP®
7 Things You Need to Tell Your Family Before You Die

In 2016, 96-year-old Ontario woman Sarah Stoller died with an estate worth nearly $7 million. She had a will, but nobody could find the original. Her niece and nephew argued … Read more

Categories Wealth

15 Ways to Get FREE Money in Canada

by Christopher Liew, CFA, CFP®
15 Ways to Get FREE Money in Canada

Every year, billions in government benefits go unclaimed in Canada. Money that legally belongs to eligible Canadians, sitting in Ottawa. Why? First you have to know a program exists, then … Read more

Categories Wealth

The 7 Levels of Wealth in Canada

by Christopher Liew, CFA, CFP®
The 7 Levels of Wealth in Canada

There are levels to wealth in Canada. Think of it like a video game. At Level 1, you’re just trying not to get destroyed by rent, groceries, and credit card … Read more

Categories Wealth

The Most Regretted Financial Decisions Canadians Make

by Christopher Liew, CFA, CFP®
The Most Regretted Financial Decisions Canadians Make

Every year, over 2,000 Canadians are asked a simple question. If you could go back and change one financial decision, what would it be? They’ve been running this survey for … Read more

Categories Wealth

Exposing the Gambling Epidemic in Canada

by Christopher Liew, CFA, CFP®
Exposing the Gambling Epidemic in Canada

Right now, from your phone, you can bet on who wins the next federal election. You can bet on whether the Bank of Canada cuts interest rates. You can bet … Read more

Categories Wealth

10 Jaw Dropping Money Stats of the Average Canadian

by Christopher Liew, CFA, CFP®
10 Jaw Dropping Money Stats of the Average Canadian

Many Canadians have a feeling they’re falling behind in recent years— they just don’t know how far. And the data confirms it. After running a financial planning firm and creating … Read more

Categories Uncategorized, Wealth

Inheritance Taxes in Canada: Will You Lose Thousands to the CRA?

by Christopher Liew, CFA, CFP®
Inheritance Taxes in Canada: Will You Lose Thousands to the CRA?

I have some good news: Canada doesn’t have an inheritance tax. But your estate could still be passively exposed to tax when you die.  In this blog post, I’ll show … Read more

Categories Wealth

Becoming a Millionaire: TFSA vs RRSP (What Profits More?)

by Christopher Liew, CFA, CFP®
Becoming a Millionaire: TFSA vs RRSP (What Profits More?)

Which one grows your wealth faster — the TFSA or the RRSP? I get this question all the time.  The difference isn’t small. Choosing the wrong account can cost you … Read more

Categories Wealth

2026 TFSA, RRSP, FHSA, RESP Updates: Big Changes to Your Accounts!

by Christopher Liew, CFA, CFP®
2026 TFSA, RRSP, FHSA, RESP Updates: Big Changes to Your Accounts!

2026 is bringing fresh updates to Canada’s major savings accounts such as the TFSA, RRSP,  RESP and FHSA.  In this blog post, I’ll break down what’s changing, what it means … Read more

Categories Wealth

How to Rebuild Your Financial Life After Divorce in Canada

by Christopher Liew, CFA, CFP®
How to Rebuild Your Financial Life After Divorce in Canada

Divorce is one of life’s top three most stressful experiences — right up there with marital separation or the death of a spouse. It’s even ranked as more stressful than … Read more

Categories Wealth
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  • About
  • Services
    • Financial Planning
    • Business Services
    • Investment Management
    • Canada Exit Planning
  • Learn
    • Blog
    • Contact
    • Youtube
    • Tools
  • Book Call