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.
You may have built a successful business but have you planned your exit strategy? Preparing for succession may not be at the forefront of every business – but it should be. Having a succession plan allows for employees, owners and the company itself to have a clear direction on how…
Read More »This is the question I have been asked the most in my financial career: Should I pay down my mortgage or put money into my RRSP? The answer I give is: It depends! I know it’s probably not the answer you were looking for, so let me provide some rules…
Read More »Canadians have two great tools available for accumulating wealth, Registered Retirement Savings Plans (RRSPs) which were introduced in 1957 and Tax Free Savings Accounts (TFSAs) which were introduced in 2009. We often get asked by clients which account type is better to contribute to, RRSPs or TFSAs. First, let’s look at…
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!…
Read More »Unfortunately, unlike many of our childhood heroes, we aren’t invincible… we can’t all be Superman or Batman, yet we still pretend like we are. The thought of an injury is the last thing that’s on our mind; yet we still have no problem helping a friend move, playing sports on…
Read More »Know What You’re Getting From Your Financial Advisor Do you know how much you are paying your financial advisor? Are they doing a good job for you? Those both seem like reasonable questions, but most people cannot answer them. Can you? One of the services that financial advisors provide is to…
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