Creating a Last Will and Testament. Everything You Need to Know
A last will and testament isn’t just for the wealthy or the elderly—it’s for anyone who wants to protect the people and things they care about. Creating a will is a responsible and caring step you can take to help secure your peace-of-mind and the future for your family. So,...Read more
Estate planning – when to start and what to do
Let’s start with the basics: What is estate planning? Simply put, estate planning is the process of deciding how your assets will be distributed after your death. While the word “estate” may sound grand and not for someone who has a modest amount of money in the bank and a...Read more
The top 5 consumer scams happening right now
If you’re like most people, you feel pretty confident that you won’t fall for a scam. And, if you’re like most people, you just might. Scams today are very sophisticated using all the tricks AI and technology can offer. And, perhaps not surprisingly, scammers target people who are intelligent and...Read more
Creating a budget you can live with
Creating a budget you can live with
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Living in a cashless world
Cash as we know it, paper money and coins, may soon be a thing of the past. Is that a good thing? Depends on how you look at it. There are definite pros and some very concerning cons to living in a cashless society. Currently, there are no countries that...Read more
Understanding debt and how to manage it
If you’re like most Canadians, you have some debt. And, if you’re like most Canadians who just lived through a pandemic, you probably have more debt now than you did before. In fact, 43% of Canadians say that they’ve experienced an increase in debt in the past year.1 With the...Read more
Making the most of your grocery budget
No…it’s not just you. The prices in grocery stores are making headline news and it’s not good news.
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Financial literacy for children
When we think of literacy for children, we usually think about reading and language skills, but what about financial literacy? It may not be taught in schools…yet…but you can easily teach your kids the ABCs of making, saving and budgeting money. Even very young children can benefit from understanding a...Read more
What to expect when buying life insurance
Buying life insurance can be a good decision at any point in your life, but some people may delay getting the protection they need because they are unsure how to find an advisor they can trust, they are confused by the language of life insurance, or they simply don’t understand the application process.
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Make your dream retirement a reality
Even if you love your job and your life right now, most people dream about what life will be like when they retire.
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