Blogs & Insights

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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! ...

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

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....

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....

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...

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....

Do you have any seniors in your life who may be susceptible to fraud schemes? Find out about common scams so you can watch out for their safety....

It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin. But what they all have in common is that so many owners call their vacation property a sourc...