The Role of Asset Protection for Your Investments

Published by Stephen Pagliaroli on Feb 05, 2019

 Without proper protection your investments and assets can face premature liquidation. Insurance in its many forms serves to offset risk, whether it’s health insurance, homeowners insurance........

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Surviving Succession Planning Part 2/2

Published by Stephen Pagliaroli on Nov 24, 2017

Welcome back! We hope that you found our last post helpful in the ways in which you may better structure the planning process around succeeding your vacation property. In our last post we looked at an overview on ways to both measure and determine the...

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Surviving Succession Planning Part 1/2

Published by Stephen Pagliaroli on Nov 17, 2017

Margaret O’Sullivan’s article (2017) takes readers through the ups and downs of planning for succession. Particularly a succession of an asset that has strong ancestral ties to it such as a cottage or vacation home. It can be especially difficult to know...

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BOO! It’s your credit score knocking at the door…

Published by Stephen Pagliaroli on Oct 27, 2017

Halloween time is fast approaching, soon after that will be the holiday season. Monsters and Goblins are scary, but having more consumer debt than you can afford is an even scarier reality! As per the linked Financial Post article, data retrieved from...

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Got the Back to School Blues?

Published by Stephen Pagliaroli on Sep 12, 2017

You’ve made plans to buy the new backpack, the new laptop and the new binders. But have you made plans to contribute to your child’s RESP? The average yearly cost of university tuition (undergraduates) for Ontarians during the 2016/2017 academic years...

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The Priority of Planning

Published by Stephen Pagliaroli on Aug 16, 2017

Have you ever been asked from employers, close family, friends and perhaps colleagues, “What’s your 5-year plan?” This question, though sometimes difficult to answer is important to the people and culture around you.  In a similar instance, how many people...

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