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More than a Will: Estate planning for business owners

Dec 31, 2020

It takes entrepreneurship and grit to build a successful family business. But ensuring the fruits of that success get passed to the next generation takes careful planning. In the case of Wilson's Lifestyle Centre in Saskatoon, they learned first-hand the value of having a plan in place. Kim Parlee speaks with Georgia Swan, Tax and Estate Planner with TD Wealth, about how business owners can get an early start on their estate planning....

How can tracking my time turn into money and more free time?

Sep 28, 2020

While the COVID-19 pandemic has disrupted our schedules, it hasn't changed how busy we are. Dr. Adam Stewart explains how to get your time under control and how to prioritize what's most important to you....

Is it even worth my time to submit a $2 billing code?

Wellness

Oct 10, 2019

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math....

Q: How can I stay organized and on top of my finances?

Your Business

Aug 28, 2019

As doctors, the task of organizing our finances quickly drops to the bottom of our priorities. Whether you are new to practice or in need of a mid-career tune-up, here are five simple things you can do to keep your finances in shape. ...

The windfall effect

Retirement / Spend /Play /Travel

Jun 14, 2019

Part V in our Wealth Psychology series: Professor Dilip Soman explains why we tend to spend tax refunds and bonuses more lavishly than our regular income — and what you can do now to avoid blowing those cheques when they arrive. ...