The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage The decision to raise a child brings many special moments and happy…
Downton Abbey is a wonderful British drama series where we get to observe the lives of the people living and working within the walls of a large English estate. One…
To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits. What happens if one of your employees has to modify…
The Working Capital Account (WCA) is the foundation of Whole Picture Planning. It is the single most important decision you can make in creating ever-increasing working capital (savings) to deploy…
To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer Let’s…
Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits. Maybe you contribute to your RRSP regularly, keep an…
Home renovations can be a great way to get the house of your dreams while avoiding an over-inflated mortgage. But home renovations come with their own stresses and financial demands…
As a financial advisor, when I ask new clients why they hadn’t worked with an advisor before, I never get good answers. Most of the time, they attribute it to…
“The small business person must plan ahead... Otherwise, the business will die when they do.” John Bulloch, Founder and former Chairman of the Board of Canadian Federation of Independent Business Owners…
What exactly is a financial plan? It’s a written document that takes a whole picture look at your whole financial situation, both now and in the future. It identifies and…