When new parents contemplate the cost of raising children, they typically consider daycare, extracurricular activities, clothes, and birthday parties. The list is endless, really. But as children move through their teens, and parents envision an end to braces and March Break […]
It is not uncommon for people to become hesitant as a new year begins. Best laid plans are countered with fear, stress and uncertainty. Market uncertainty is something every investor faces whether due to economic shifts, geopolitical tension, inflation, interest […]
At this time of year, we are navigating the move from retirement savings account to retirement income accounts. From existing clients, it is fairly seamless. For newer clients or prospective clients, our advice my vary. For those who have benefited […]
This is a common question we are asked on a regular basis in a world that is continually getting more complex and online especially as people approach retirement. Hopefully sooner rather than later in their financial planning discussions. When you […]
Investors face tough markets from time to time. Think back to early 2020 and the start of the COVID-19 crisis, for example, when markets dropped suddenly as the pandemic gripped the world. Today we have new sources of uncertainty as […]
Canada’s economy is deeply rooted in entrepreneurship, with family-owned and privately held businesses leading the way in job creation and economic diversification over decades. Now, Canada stands at a critical juncture: the successful transfer of ownership and leadership of small […]
When I first started as a financial advisor, I thought I’d be doing one thing; helping people manage their finances. I pictured myself sitting with clients, discussing their savings, investments, insurance and retirement needs. I knew we’d always deal with […]
Internet artificial intelligence tools have exploded in popularity in recent years. From drafting emails to answering trivia questions, AI software has quickly become a go-to resource for many Canadians. I am personally iffy on seriously using AI in any activity. […]
As we prepare for the holidays, many of us are reviewing our finances and planning for the months ahead. October is National Financial Planning Month, so there couldn’t be better timing. Let’s use this month to focus on building solid […]
Learn the money moves you can make this fall to set yourself up for success in 2025 and beyond. Revisiting your asset allocation can help ensure your portfolio is on track to meet your financial goals. Now may also be […]
