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.
Much of the financial services industry is focused on Wealth Accumulation.You’ve likely heard: “Contribute to RRSPs” “Maximize your TFSA” “Buy an RESP for your child’s education” So what happens when you reach retirement and all that hard work of building wealth for your future becomes your main source of income?Your…
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 »Canadian workers rightly assume that the Canada Pension Plan (CPP) will be there for them when they reach retirement. In honor of this expectation we thought we would dig a little deeper into this national program. Here is what we found: Interesting Facts: It is the 10th largest pension in the…
Read More »Over the last three months, the investment markets have finally gone down. When you receive your investment statement, be prepared to see a lower number than your previous statement.Is this a surprise? Should we be afraid?We have been talking about the stock market going down for some time. Regular market…
Read More »The markets have been going on a bit of a ride in recent days. The reason for the decline seems to be based on disappointing earnings reports of key corporations in the US, implications of tariffs and rising interest rates. For today we’ll focus on the effect of changing interest rates.…
Read More »For almost 20 years (in the Lower Mainland especially) real estate has been a pretty sure thing. Many people we’ve talked to over the years have said that real estate is a guaranteed money maker. In most areas of BC this may have been true; ask the people of Detroit and…
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