Life Events

According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get…

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably,…

These days, having a career presents many more new rewards and challenges than it ever used to. What we used…

Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…

The last year or so has been a very rude awakening for many. Too many people today are so busy…

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness…

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank…

As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) payments. While the standard…

Monica was alarmed to hear from her mother’s financial advisor expressing concern over some unusual financial requests. She called her…

You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and…