Blog Posts

Our office will be closed for the holiday season starting this afternoon, December 20th. We will reopen on Monday, January 6th, 2025, at 9:30 AM.

MidlandToday readers have voted us a Reader Favourite in the category of Financial and Investment Advisors.

It is a plan to build a Canada that works better for every generation, where younger generations can get ahead, where their hard work pays off, and where they can buy or rent their own home—where everyone has a fair chance at a good middle class life.

Ready to elevate your retirement savings game? Dive into our latest blog post as we unravel the secrets to maximizing your Registered Retirement Savings Plans (RSPs) with the expertise of a Canadian financial planner. Discover the personalized strategies, tax optimization hacks, and long-term planning insights that could reshape your financial future. Don't settle for average; aim for financial excellence! Click to read more and embark on a journey toward financial prosperity. #FinancialPlanning #RSPs #WealthManagement #RetirementGoals #FinancialSuccess

Our office will be closed from noon on December 22nd and will reopen on January 4th. May the Christmas season fill your home with joy, your heart with love and your life with laughter.

Over the past year-and-a-half, the Bank of Canada has raised interest rates rapidly to combat runaway inflation. That’s increased interest rates on mortgages and pushed up monthly expenses for many homeowners. (reposted from Sept 7, 2022)

Summer is a wonderful time to relax, have fun, and make memories. However, it's essential to manage your spending to ensure a financially responsible and enjoyable summer. Here are some tips for making the most of your summer while being mindful of your expenses:

With interest rates on the upswing in Canada, families and retired individuals are facing mounting concerns regarding their debt and savings. The tightening monetary policy of the Bank of Canada has led to higher borrowing costs, burdening households with increased monthly payments. Simultaneously, saving for retirement and unexpected expenses has become more challenging as low-risk investments fail to generate adequate returns. In this article, we delve into the implications of rising interest rates on debt and savings, providing strategies for managing debt and maximizing savings to safeguard long-term financial stability.

Top 200 in 2022

A summary of the 2023 federal government’s budget highlighting the changes delivered by the Liberal government on March 28, 2023. Review this analysis of the key corporate and personal measures and how they impact you.