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08 2025 2

A Financial Game Plan for Newlyweds

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists to something just as important: their financial future. Here’s a quick and practical checklist for

Read More...
07 2025 1

9 Common Ways Canadians Erode Their Wealth

Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers, ranked from “minor leak” to “financial sinkhole.” 9. Chasing Loyalty Points We all love a deal, but loading up on loyalty points by spending more than you planned is a

Read More...
06 2025 1

Hitting Your Financial Goals—Despite Economic Uncertainty

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 it’s interest rate hikes or global turmoil. But here’s the truth: financial success isn’t about timing the perfect moment. It’s

Read More...
02 2025 1

True Costs of Financial Procrastination

Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If so, you’re not alone. Procrastination is something we’ve all been guilty of at some point. However, when it comes to your finances, the costs of waiting can be much higher

Read More...
01 2025 1

New Years Financial Resolutions

Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they made the following list: Set Objectives – Goal setting is the foundation of achieving financial success. If they write down their

Read More...
12 2024 2

Habits That Build Wealth

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial future.

Read More...
10 2024 2

Basics For a Wise Financial Strategy

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets to properly allocate

Read More...
08 2024 1b

Education Savings: Start Early

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives can be better than that of their parents. And that often includes hopes about careers and the education that goes with them. It is also the time to start

Read More...
05 2024 2 1

Financial Strategies & Divorce

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and are concerned about the changes that will have to be made to their financial and estate plans. Some financial and estate issues they need to consider are: Life Insurance

Read More...
08 2025 2

A Financial Game Plan for Newlyweds

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists to something just as important: their financial future. Here’s a quick and practical checklist for

Read More...
07 2025 1

9 Common Ways Canadians Erode Their Wealth

Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers, ranked from “minor leak” to “financial sinkhole.” 9. Chasing Loyalty Points We all love a deal, but loading up on loyalty points by spending more than you planned is a

Read More...
06 2025 1

Hitting Your Financial Goals—Despite Economic Uncertainty

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 it’s interest rate hikes or global turmoil. But here’s the truth: financial success isn’t about timing the perfect moment. It’s

Read More...
02 2025 1

True Costs of Financial Procrastination

Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If so, you’re not alone. Procrastination is something we’ve all been guilty of at some point. However, when it comes to your finances, the costs of waiting can be much higher

Read More...
01 2025 1

New Years Financial Resolutions

Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they made the following list: Set Objectives – Goal setting is the foundation of achieving financial success. If they write down their

Read More...
12 2024 2

Habits That Build Wealth

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial future.

Read More...
10 2024 2

Basics For a Wise Financial Strategy

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets to properly allocate

Read More...
08 2024 1b

Education Savings: Start Early

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives can be better than that of their parents. And that often includes hopes about careers and the education that goes with them. It is also the time to start

Read More...
05 2024 2 1

Financial Strategies & Divorce

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and are concerned about the changes that will have to be made to their financial and estate plans. Some financial and estate issues they need to consider are: Life Insurance

Read More...