Your 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 an expensive month, or perhaps its because tax season is around the corner. Whatever it may be, it’s also a good idea to review your Estate Plan and contemplate your […]
Setting 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 are shopping well in advance or plan on doing some last-minute shopping, having a budget and sticking to it will keep you from feeling the holiday blues. In Canada, 2019 […]
Biggest 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 a commercial discussing investment fees, retirement planning, investing etc. That’s because people’s finances are the construct of the lives we lead today and aspire to have tomorrow. In todays information […]
