Third quarter statements are arriving in mailboxes and many investors are seeing their bottom line has dipped once again. Nobody likes volatility, and it makes some investors nervous. Here are a few tips from an article by Franklin Templeton to…

The Government of Canada has made some recent changes to the Registered Education Savings Plan (RESP) withdrawal and account holder requirements. The RESP is an investment account designed to assist Canadian parents/grandparents in saving for a child’s post-secondary education. The…

After strong back-to-back first and second quarters, the good run investors have had in 2023 temporarily came to end in Q3 as interest rates, inflation and a slowing economy reined in the market recovery. U.S., Canadian, and global equities began…

Last year I had such an overwhelming response to my Thanksgiving blog, I thought I would run in again with a few updates. For me, Thanksgiving has always been a time to sit back with family and close friends and…

When people think of Life insurance they normally associate it with providing the financial support your family will need if you are no longer around to take care of them. However, life insurance can also help you and/or estate preserve…

Over the last 100 years, we as humans have advanced immensely with today’s technology. Our overall goal was to make our daily lives easier and in many ways it has. But with the new and advancing AI technology, some of…

Medical expenses are probably one of the most overlooked costs when developing a Financial Plan. As millennials move from job to job and seniors move into retirement many people have gaps in their Health Insurance coverage. It’s important to know what we…

The metaverse is defined by a virtual-reality space in which users can interact with a computer-generated environment and other users. But what does this mean for us? As we all know, technology has become an everyday practice in today’s world.…

First and foremost, I wanted to acknowledge all of the people across Canada that are being directly affected by the horrific forest fires burning across our beautiful country. Our hearts and prayers go out to you during this very difficult…

Being accepted into university, college or grad school is a major milestone in your child’s life. Before they head off to campus in the next couple of weeks be sure to advise them on how to attend post-secondary without racking…