Recent Articles

Audio Version When we think of wealthy people, it is easy to picture massive inheritances, incredibly lucky stock picks, or lottery winnings. However, the reality is usually much less glamorous. …

Audio Version Have you ever thought about setting aside a little extra cash specifically for your child’s teenage years? If you’ve got a child rapidly approaching middle school, you might …

The Income Tax Bond

Audio Version Meet Dan and Susan. At 65 and 63, they’re finally ready to kick back, relax, and enjoy a well-deserved retirement. They’ve played their financial cards right: their house …

Listen Now Are you feeling anxious about your retirement savings? You certainly aren’t alone. As the old saying goes, “People don’t plan to fail, they simply fail to plan.” When …

The Magic Wealth Ingredient

Listen Now There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that this advisor has learned the art of …

Listen Now Today, 28% of Canadians provide some form of unpaid caregiving to relatives or family friends. Seniors make up the largest group of those requiring this type of care. …

Have you ever been tempted to invest in a stock just because of its past performance? It’s a natural instinct, but relying on it can be risky. Markets are cyclical; what soared yesterday might stumble today.

A wedding day marks the beginning of an exciting journey, but couples often overlook their financial future. As you start this new chapter together, it's essential to discuss your goals and dreams, incorporating them into a solid financial strategy.

What happens if you retire early? Retiring before age 60 or 65 may create an income gap, especially with Canada Pension Plan (CPP) and Old Age Security (OAS) benefits starting later.