Blogs
"Dive into our collection of engaging financial blogs offering expert insights, practical tips, and timely advice to help you stay informed and empowered on your financial journey. Whether you're seeking investment strategies, tax-saving tips, or retirement planning advice, our blogs provide valuable resources to guide your financial decisions."
Understanding the First Home Savings Account (FHSA) in Canada
The First Home Savings Account (FHSA) is a new type of registered savings plan designed to help Canadians save for their first home. It is…
Read MoreWhat Happens If You Die Without a Will in Canada?
Despite the clear disadvantages, approximately 58% of Canadians do not have a will*, and an additional 10% have an outdated one. This article explores the…
Read MoreHow are Mortgage Rates Set? Understanding the Influences and Trends
Mortgage interest rates can often seem elusive and complex. This article aims to demystify how they work and how you can keep track of their…
Read MoreYour Digital Estate Plan
I find that the beginning of the year is when most people stop and take a stock of their finances. Maybe its because December was…
Read MoreSetting Your Holiday Budget
With the holiday season in full swing, many Canadians are out rushing to stores to purchase the perfect gifts for their loved ones. Whether you…
Read MoreThe 2019 Canadian Federal Election and Your Wallet
As a Financial Planner I pay close attention to Provincial and Federal budgets and elections. Since the next Prime Minister will be announced in less…
Read MoreBiggest Mistakes Investors Make when it Comes to Fees and Advice
Over the past 5 years there has been a lot of discussion around investment fees. Seems like you can’t turn on the TV without watching…
Read More6 Disability Insurance Myths Debunked
There is a lot of misinformation circulating when it comes to disability insurance. In order to make smarter decisions regarding your coverage, you need to…
Read More5 Insurance Myths Debunked
Talking about death is rarely a comfortable conversation because people tend to avoid discussing what will happen at the end of their own life. However,…
Read MoreWhat is Group Insurance?
Group insurance is a benefits package offered by a union, professional association, alumni association or employer to its members/employees. Since the organization is purchasing insurance…
Read MorePension decisions when you leave a job
When you leave one job for another, or even when you retire, there are many decisions that need to be made about your pension. There…
Read MoreTermination and Severance Pay
When you leave your job, you may receive a termination and/or severance pay. When your departure is involuntary every jurisdiction stipulates how much notice you…
Read More