Oaken Blog

Have you heard of the FIRE movement? In case you’re unfamiliar with the term, FIRE stands for Financial Independence Retire Early. read more

Saving for retirement is something we start hearing about as soon as we get our first full-time job. If your employer offers a workplace pension, contributions may be taken from your pay automatically. read more

We’re pleased to welcome Rubina Ahmed-Haq as a writing contributor to the Oaken Blog. Rubina is a highly regarded personal finance expert, and provides her thoughtful commentary for media outlets including the CBC and Global News. Rubina also writes for several magazines, and has her own website at alwayssavemoney.com. read more

There are many key milestones in life: that first job, marriage, the birth of a child – even retirement. These events all bring about changes, and can lead to lots of questions. read more

Back in the 1980s, one of Canada’s biggest insurance companies launched an advertising campaign to promote the idea of retiring at the age of 55. It was a very clever marketing strategy, and became hugely popular. read more

There are many things to consider when planning the transfer of wealth within families. And while Canada doesn’t have an inheritance tax, there are still other fees and taxes that could substantially reduce the value of your estate. read more

As we discussed in an earlier Oaken Blog post, the Principal Residence Exemption (PRE) means that the proceeds from the sale of your main home are not subject to either income tax or capital gains tax. read more