IT WON’T HAPPEN TO ME. YEAH, RIGHT.

Posted on February 7th, 2022 in E-Newletters, Insurance
Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyle, and both worked outside the…
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RRSPS, TAXES AND PROFITABLE INVESTING

Posted on February 7th, 2022 in E-Newletters, Education Planning, Investing, Tax
The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of…
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BUILDING WEALTH IN YOUR 50S AND BEYOND

Posted on January 10th, 2022 in E-Newletters, Estate Planning, Retirement
If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians…
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THE 50-30-20 RULE

Posted on January 10th, 2022 in Budgeting, E-Newletters, Retirement
“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a…
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TIME: YOUR MOST IMPORTANT PLANNING TOOL

Posted on January 10th, 2022 in E-Newletters, Education Planning, Retirement
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth…
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GIFTS THAT KEEP ON GIVING

Posted on December 13th, 2021 in E-Newletters, Education Planning, Estate Planning, Investing
It’s that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or…
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TEACHING CHILDREN FINANCIAL INDEPENDENCE

Posted on December 13th, 2021 in E-Newletters, Education Planning
Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in…
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OPTIMIZING YOUR RRIF

Posted on November 8th, 2021 in E-Newletters, Retirement, Tax
Registered Retirement Income Funds (RRIFs) are one method of drawing an income from Registered Retirement Savings Plans (RRSPs) in retirement.…
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FINANCIAL ADVICE FOR NEW AND EXPECTING PARENTS

Posted on November 8th, 2021 in E-Newletters, Education Planning, Estate Planning, Insurance
Whether you’re expecting a child, planning to have one soon or have just become a new parent, you’re about to…
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HEALTHY, WEALTHY AND WISE

Posted on November 8th, 2021 in E-Newletters, Investing, Tax
According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other…
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