How You Can Excel, As A Couple

Exploring how couples can share financial responsibilities as well as some different tax strategies applicable to couples....

Read more

Reasons for Life Insurance

My clients often ask me why they would need a life insurance policy. Simply speaking, life insurance can help your loved ones deal with the financial impact of your death....

Read more

The Importance of Budgeting

Understanding basic budgeting techniques will help you stay on top of where your money is going as well as give you the tools necessary to build a personalized budget....

Read more

Budgeting Basics

Budgeting is a key part of building financial success. A budget can bring awareness to your spending habits and allow you to change them if needed. It will also help you achieve your short term and long term financial goals such as paying off a credi...

Read more

Investing Expectations

When investing, it’s important to look at the whole picture. You need to consider inflation in your overall returns and factor it into your investment decisions....

Read more

The Importance of Having a Financial Plan

A financial plan is a key part of your financial journey. It can make the difference between a successful and an unsuccessful financial journey....

Read more

FHSA vs. RRSP vs. TFSA

When considering the First Home Savings Account, there are many questions about how it compares to an RRSP or a TFSA....

Read more

When you retire, financial literacy expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

Read more

Split your income to save tax

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

Read more

Should you co-sign a loan?

Acting as a co-signer can help a loved one or friend meet a life goal. Trouble is, it can also damage a relationship. Do you say yes or no?...

Read more