The advantages of working with a financial advisor In recent years there has been much discussion about the role of financial advisors and the value they provide to clients. Wh...
Managing your budget between Thanksgiving and the holiday season Some tips for avoiding the post-holiday heartache of opening your credit card statement Thanksgiving is u...
Tips for preparing for the coming winter chill Last year’s dreaded “polar vortex” got people in our office thinking about ways we can prepare better for this coming winter. As ...
Your portfolio shouldn’t be static either You’ve likely already heard of “diversification,” which, simply put, is when you invest in different countries, asset classes, investm...
It’s time to take action. Everyone knows they should plan for retirement and save accordingly. To help put you on the right track, here are some key points to consider as you d...
How to make S.M.A.R.T. goals for 2015 Let’s face it, New Year’s resolutions get a bad rap because people rarely keep them. Rarely. We want to tell you the story of Donald, w...
Three easy steps to control your spending The holidays are upon us. Hopefully, this is a time for relaxation, reconnecting with friends and family, and for a little bit o...
Ditch the devices and hit the road this summer Committing to a savings plan and budget doesn’t mean you have to give up this year’s family vacation. Camping is one of the most ...
Retirement today looks very different than it did a generation ago Canada’s population is aging, and our average life expectancy is on the rise. These two factors are drastical...
Have you come into a lot of money? Whether you've received an inheritance, sold a business, exercised stock options, won a lottery or received a settlement from an insurance claim...
College or university is often the first time young adults taste the freedom of being on their own – but it also means taking some responsibility for personal finance. With good p...
Even with the summer months around the corner after a long winter, there are small steps you can take to help manage your spending and put away more: Set a budget and divvy up ...
It’s tax time again! Although this isn’t the highlight of many people’s year, here are some useful tips to keep in mind to make your tax filing go a bit smoother. First, know t...
With spring finally arriving after a terribly long winter, this is the perfect time to start planning your summer garden. What’s important to remember is that your garden doesn’t...
Spring is just around the corner – March 20th to be exact. With the seasons changing from the bitter cold of winter to the renewal and regrowth of spring, this is the perfect time...
We spend so much of our time planning our finances so we can enjoy the retirement we deserve. With proper planning, the hope is that we can also leave some money behind for our lo...
After a tough winter, many of our clients are more than happy to be planning a long-awaited summer vacation. If you’re still in the process, we want to provide you with a few mone...
If retirement is just around the corner, you may be wondering if you have enough savings to get you through it. Planning is the critical first step to enjoying a comfortable retir...
Our team receives regular queries from clients about whether they should be using registered or non-registered (open) accounts to save for retirement. Of course, every situation i...
Useful tips for filing your taxes It’s tax time again! Although this isn’t the highlight of many people’s year, here are some useful tips to keep in mind to make your tax filin...
Canadians love investing in Canada. Why? Because we’re familiar with these Canadian companies, we buy their products and we know where they operate. It just often seems safer to i...