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How to Weather Economic Uncertainty

Posted on February 26th, 2025 in E-Newletters, Investing, Retirement
With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some…
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Could Your Finances Survive a Critical Illness?

Posted on February 26th, 2025 in E-Newletters, Insurance, Life Events
Nobody wants to think about it, but what if you get seriously ill? We all like to believe it won’t…
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Sudden Wealth: Choices and Opportunities

Posted on February 18th, 2025 in E-Newletters, Estate Planning, Investing, Life Events
Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe…
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The Retirement Dilemma: Part 2

Posted on January 29th, 2025 in E-Newletters, Retirement
In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it.…
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Insurance Essentials for Small Business Owners

Posted on January 29th, 2025 in E-Newletters, Insurance
Starting a small business often begins with a great idea and a desire to build something meaningful. For many owners,…
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True Costs of Financial Procrastination

Posted on January 29th, 2025 in E-Newletters, Life Events
Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If…
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More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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New Years Financial Resolutions

Posted on January 6th, 2025 in E-Newletters, Life Events
Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them…
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The Retirement Dilemma: Part 1

Posted on January 6th, 2025 in E-Newletters, Life Events, Retirement
In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your…
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Bad Excuses for Putting Off Investing

Posted on November 12th, 2024 in E-Newletters, Investing
Recent college or university graduates with their first career job have an understandable itch to spend money after years of…
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