Recent Articles

Building Wealth in Your 50s and Beyond

Posted on: January 10, 2022

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If you're in your 50s, and thinking about your financial future makes you anxious, you're not alone. 70% of Canadians are worried they won't have enough money to retire¹. While you can't go back in time to save more or spend less, it's not too late to get started. Even if you've been saving diligently, your 50s are a good time to assess where things are at. Financial choices you make today could have a big impact on where you are ten years from now.

Here are some helpful tips for you to consider:

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Which Type of Investor Are You?

Posted on: December 13, 2021

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investment planning

investments

Many investors are very focused on annual returns and others worry about losing money if the economy goes into a recession. The reality is that how to approach or react to different scenarios really depends on what type of investor you are. In other words, context and your financial plan are everything!

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Teaching Children Financial Independence

Posted on: December 13, 2021

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financial strategies

Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in the media of how not to manage your finances. To really teach children money management skills, they must learn to handle money personally and to make consequential decisions on how to manage it.

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Gifts That Keep On Giving

Posted on: December 13, 2021

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estate planning

It's that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or leather jacket, consider a gift that will keep giving well into the future.

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Healthy, Wealthy and Wise

Posted on: November 8, 2021

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investment planning

According to the Financial Consumer Agency of Canada¹, good health is determined by mental, physical, and financial wellness. In other words: mind, body, and money. Physical and mental health makes sense, but what is financial wellness?

Financial wellness doesn’t necessarily mean you have millions of dollars invested, although you’ve achieved an admirable goal if you do. While it’s not about the balance in your savings account, financial wellness means you’re feeling good about the relationship you have with money, including:

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Financial Advice for New and Expecting Parents

Posted on: November 8, 2021

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investment planning

Whether you're expecting a child, planning to have one soon or have just become a new parent, you're about to embark on one of the most rewarding journeys that life has to offer. It's also one of the most expensive: an average of $12,500 per year until age 18.¹. That's $225,000 per child, and it doesn't include the cost of post-secondary education. Planning for this is one way to be the best parent you can be.