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…

It’s not the kind of question that comes up every day; so before you accept automatically you should know what will be expected of you. Although you may be flattered by the request, your willingness to be someone’s executor should…

If your child is planning on attending college or university next month, chances are you need to redeem money from your Registered Education Savings Plan (RESP).  Although you don’t have to provide receipts; you will have to provide Proof of…

Many Canadians (including our family) will spend this long-weekend on the dock, boating, fishing, enjoying various water sports, and sitting around the campfire eating s’mores. Family cottaging is a great Canadian tradition – one that many people inherit from their…

As a parent, it can seem almost impossible to teach your kids the importance of saving for their future and understanding the value of money. Depending on the age of your child, the way you teach these lessons may vary. …

The new Tax-Free First Home Savings Account (FHSA) is finally here! Fidelity Investments is one of the first firms to make this account available to investors. Fidelity has provided advisors and investors with the following information in regards to FHSA accounts. This…

Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized on growing economic optimism and cooling inflation. U.S. Canadian and global equities closed the quarter and first half of 2023…