Join us on an exciting journey into the world of financial planning with our Money Minute blog series. Featuring short reads and videos, this series offers practical financial resources that simplify complex concepts, making them more understandable and accessible to everyone. Whether you’re an experienced investor or just beginning your financial journey, our content is tailored to all levels of expertise and investment interests. If you have any questions or would like to schedule a meeting with one of our advisors, please don’t hesitate to contact us.
Living in Vancouver is wonderful – temperate climate, quaint coffee shops and eateries, lots of activities, and globally recognized scenery. However, the downsides include expensive real estate on a fault zone and high cost of living. With the sticker shock of earthquake insurance, many Vancouverites opt to save money on…
Read More »Insurance – a word that is supposed to offer peace of mind. Think about it: when we buy insurance, we are purchasing coverage for something of value, the loss of which would be upsetting. To help ease the loss, we purchase a written promise to be appropriately compensated. The safety…
Read More »Risk management is an essential element to any financial plan. Identifying risks and how to address them is important whether you are a millionaire or just starting out financially. In a financial plan, the importance of having a budget and seeing where your money is going is crucial. Developing an…
Read More »Many of us have received a call from someone claiming to be from “Microsoft” offering to help fix a flaw with our computer, all they need is to access our computer. Others of us may have received an e-mail or a call from “CRA” saying we owe them tax money.…
Read More »If you have ever purchased a home or applied for a loan, you may be familiar with Mortgage Insurance. This is the insurance the bank is obligated to encourage you to take in the event you die or become disabled. It is intended to protect your loved ones from being…
Read More »Do you remember the Got Milk ads and t-shirts that reminded everyone to drink your milk regularly? I think we should create a “Got a Will?” campaign. A will should be a standard document that every Canadian has in place but yet only around 30% have an up-to-date legal will*. That’s unbelievable!…
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