Recent Articles

holidays 2025 bricks

From all of us at Carruthers Walker Financial, we’re sending you and your family our warmest holiday wishes! Thanks for being part of our community this year — working with you is one of our …

RDSP Offers a Bonus

RDSP Offers a Bonus

You may have heard of the Registered Disability Savings Plan (RDSP) — one of the best financial tools available for Canadians who qualify for the Disability Tax Credit (DTC). Since its launch in 2008, the …

Don’t-Bank-on-an-Inheritance

Many Baby Boomers have pinned their hopes on an inheritance to solve their financial challenges. Media reports often highlight the anticipated $1 trillion expected to transfer between generations over the next 10-15 years. A recent …

The Hidden Role of Luck in Building Wealth

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If a certain stock, sector, or trend is making headlines, many will jump in—hoping …

Smart Tax Tips for Small Business Owners

Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client base, and keeping customers happy, taxes can easily slip down the priority list. …

When Retirement Savings Meet Healthcare Realities

Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. Everything seemed secure—until Ted began experiencing cognitive impairment. For a year or so, …