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.
The New Parent Checklist Entering parenthood is no easy task. While this time in your life is full of excitement and anticipation for your newest addition, it can also be overwhelming and somewhat daunting. From preparing your nursery, reading parent books, and participating in parental programs to simply growing and…
Read More »My mother-in-law once said, “Getting old isn’t for sissies.” As I quietly observed her ageing journey into the unknown world of assisted living, and later, facility care, I think she was right. The challenges of being an elder amid the other one third of aging Canadians showcases growing concern around…
Read More »The federal budget released April 2022 is an interesting budget. Many things happened we didn’t see coming and some expected things didn’t. This update will focus only on the main points I think will be of most interest to our clients. First Home Savings Accounts (FHSA) The biggest news is…
Read More »Right now, our two boys don’t have a lot of questions about finances. In fact, I have found that many of the children of clients that meet with us don’t know what questions to ask. I believe that this is not because they aren’t interested but rather because the topic…
Read More »Transferring generational wealth can be challenging – both in preparing to give and in receiving. The reality is that approximately only 30 percent of wealth transfers are successful (success meaning the family keeps control of assets and family harmony is intact).1 A significant part of transferring generational wealth successfully is being…
Read More »High Inflation – Bad for Investing? We all know inflation leaves less money in our pockets. The cost of food has gone up 3-5% in 20211, which has hit some harder than others depending on what they frequently purchase; shelter, fuel – it all adds up to higher costs and…
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