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.
How To Best Use This Investment Account What is a Tax-Free Savings Account (TFSA) and how can you benefit from it? Since it was launched back in 2009, financial advisors and institutions have added a new investment acronym, TFSA. While there has been lots of discussion and advertising about TFSAs,…
Read More »What Are Your Options? What is the best investment plan to use to save for retirement? It used to be fairly simple; the answer was maximizing your RRSP. Do you know what is the best strategy for your situation? Do you know what your options are? Here is a basic…
Read More »Prepare Your Business For Sale Only 9% of business owners have a documented transition plan in place and yet 70% of small business owners plan to transition in the next 10 years*! As a financial planner I continue to meet business owners who are planning to sell or transition their…
Read More »The Most Overlooked Risk What is your biggest asset? Most people might answer your house, boat, car, or investments. When in fact it is your income and your ability to earn a living. When I review a person’s financial situation, one of the most common areas that is overlooked is…
Read More »Did Your Pension Move When You Did? Do you have a UK (United Kingdom) pension? There are a good number of British expatriates who are now Canadian residents that have pensions back in the UK. Have you forgotten about that plan from an old employer? Do you know your options?…
Read More »That Is The Question Should we downsize our house? If so, when? Maybe never? I think that downsizing too early or without planning can be one of the most costly retirement mistakes. I have seen couples that have downsized, found that they have not liked it, and then purchased a…
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