A Special Announcement

I wanted to take a moment to share some exciting news and updates regarding our business, as well as introduce you (in a new way) to a remarkable individual who has become my business partner, Chelsey Chartren! ...

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Making the most of a First Home Savings Account

Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

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Take advantage of family and caregiving benefits

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

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Do you check your bank and credit card transactions?

It’s important to make a habit of checking your transactions on a regular basis. Find out how not checking can cost you....

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Is an RRSP still worthwhile?

You might hear a claim that non-registered investments provide more retirement income than a Registered Retirement Savings Plan (RRSP)—but the math shows that’s a myth....

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Wealth planning is different when you’re single

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

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Have you planned for digital assets

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

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Preserving estate assets for your heirs

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

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Ways to give to grandchildren

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

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How to pay little or no tax on RESP withdrawals

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

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