Recent Articles

06 2025 1

Let’s be real—there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next …

06 2025 2

Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and …

06 2025 3

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s …

05 2025 1

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built …

05 2025 2

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset …

05 2025 3

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few …

04 2025 1

Filing taxes isn’t exactly fun, but making mistakes can turn an already frustrating process into an expensive one. The last thing you want is to deal with penalties, delays, or …

04 2025 2

Hey there! The online world is full of opportunities—but unfortunately, it’s also full of scammers looking to take advantage of unsuspecting people. According to the Canadian Anti-Fraud Centre (CAFC)1 over …

04 2025 3

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them …