Protection from market downturns. When investing in segregated funds, your money is protected from long-term market downturns with the maturity and death benefit guarantees.  Segregated funds combine the growth potential of regular investment funds with the added protection against long-term losses…

As many of us come together with friends and family this holiday weekend to celebrate the incredible country we call home, here are some thoughtful tips to help foster more meaningful and enjoyable conversations.  Don’t Multi-task. Be present in the moment,…

It’s wedding season; and if you are tying the knot this summer, take some time to review your financial household, you may find some unexpected benefits. Employee Health Plan – If only one of you has an employee benefit plan you…

Canada’s Digital Services Tax and U.S. Tax Legislation—What You Need to Know As your financial planner, I want to keep you informed about recent tax developments that could have significant implications for Canadian investors and businesses with operations or investments…

As a Financial Planner, my goal is to help you, my friends and clients to navigate the ups and downs of your financial journey with confidence and clarity. The recently released 2025 Financial Stress Index by FP Canada offers valuable…

Many Canadians are electing not to travel to the U.S. this year as an act of solidarity; choosing not to give their hard-earned money to a country whose President is actively hostile towards us and our current trade agreement. Besides,…

 Many people plan ahead and prepare their own final arrangements, some will even pre-pay, although most funeral homes don’t require it.  Why is planning ahead a good idea?  It saves your family and friends from having to make many difficult…

As you all know the FHSA is a great investment account that helps you save for your first home, Fidelity Investments has decided to give you the chance to win $8,000 and max out your FHSA. Click the link below…

The internet can be a great resource for anyone looking to expand their knowledge on any number of topics; investing being no exception. However, what if that research was being filtered and altered to persuade investors to make decisions that…

Middle-Class Tax Cuts The most immediate tax implication under Prime Minister Mark Carney’s Liberal government is a reduction in income taxes for middle- and low-income Canadians. The government has announced a middle-class tax cut that reduces the marginal tax rate…