With the facility of self-direct trading, and the continued drama of using robo-advisors, a question always arises about whether you should do your own investing. Some disciplined and well-informed individuals actually do a great job managing their investments. But for […]
Are we headed to a perpetual downturn in the world economy? There is no lack of various opinions on whether we are or are not heading for one. There is enough turbulence though that are causing prudent people to think […]
One thing that we commonly encounter with clients is that tragedy happens in everyone’s lives. Usually, when we least expect it. It’s part of our role and we are always assisting clients deal with the situations they face in their […]
This area of the economy is shifting as the employment landscape changes. More people are starting their own businesses or finding side hustles to increase their income. Some of had to do it out of necessity post pandemic and some […]
Impulse spending is something that a lot of people struggle with. You know, the need, versus want, spending syndrome. Try this on for size. If you scan your home, you are bound to find many unnecessary items that you no […]
Incentives to save are welcome from the government. They are always trying to introduce new programs to try and address some of the challenges Canadians experience. From saving for a house, saving for retirement, and saving in general. The problem […]
With the price swing and increase is rental rates in the real estate market, the plan to right size at retirement has become a little more challenging. The traditional concept of buying a smaller property isn’t necessarily the best course […]
We practice Financial Life Planning. From a marketing perspective, we suggest we put life into our client’s plans. We take into account their current life style, goals and ambitions and there respective health. Every pitch we see for financial products, […]
One of the things that came out of the pandemic was a drastic shift in employment from hybrid office arrangements to the concept of quiet quitting. Tag in the rise in the cost of everyday items and inflation putting pressure […]
I can’t believe the ides of March are approaching. Sure enough, spring is coming fast. Especially this year it seems. We are always busy at this time of the year with the beginning of a new year, RRSP season and […]
