Understanding the First Home Savings Account (FHSA) in Canada
August 1, 2023The First Home Savings Account (FHSA) is a new type of registered savings plan designed to help Canadians save for…
What Happens If You Die Without a Will in Canada?
July 24, 2023Despite the clear disadvantages, approximately 58% of Canadians do not have a will*, and an additional 10% have an outdated…
How are Mortgage Rates Set? Understanding the Influences and Trends
July 14, 2023Mortgage interest rates can often seem elusive and complex. This article aims to demystify how they work and how you…
Your Digital Estate Plan
January 2, 2020I find that the beginning of the year is when most people stop and take a stock of their finances.…
Setting Your Holiday Budget
December 11, 2019With the holiday season in full swing, many Canadians are out rushing to stores to purchase the perfect gifts for…
The 2019 Canadian Federal Election and Your Wallet
October 18, 2019As a Financial Planner I pay close attention to Provincial and Federal budgets and elections. Since the next Prime Minister…
Biggest Mistakes Investors Make when it Comes to Fees and Advice
March 19, 2019Over the past 5 years there has been a lot of discussion around investment fees. Seems like you can’t turn…
6 Disability Insurance Myths Debunked
April 3, 2017There is a lot of misinformation circulating when it comes to disability insurance. In order to make smarter decisions regarding…5 Insurance Myths Debunked
March 31, 2017Talking about death is rarely a comfortable conversation because people tend to avoid discussing what will happen at the end…
What is Group Insurance?
March 31, 2017Group insurance is a benefits package offered by a union, professional association, alumni association or employer to its members/employees. Since…
Pension decisions when you leave a job
October 6, 2016When you leave one job for another, or even when you retire, there are many decisions that need to be…Termination and Severance Pay
September 22, 2016When you leave your job, you may receive a termination and/or severance pay. When your departure is involuntary every jurisdiction…
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