Blog Thumbnail with advisor headshot - Why It Isn't Always Best to Pay Off Your Debt Fast
November 14, 2022 
Jacky Ip

Why It Isn’t Always Best to Pay Off Your Debt Fast

Were you taught that debt is bad and that you should pay it off as soon as possible?  While being debt free feels liberating and powerful, you need to be...
Blog thumbnail with advisor headshot - why holistic financial planning works best with growth-minded entrepreneurs
October 17, 2022 
Jacky Ip

Why Holistic Financial Planning Works Best With Growth-Minded Entrepreneurs

If you want a financial plan that will transform your lifestyle and get you closer to achieving those big audacious goals, you need to start with the right mindset. Growth-minded...
Blog thumbnail advisor headshot - why you need a financial planner as a business owner
September 19, 2022 
Jacky Ip

Why You Need a Financial Planner as a Business Owner

Financial planning is beneficial for everyone, but for business owners, the benefits grow drastically. Since your financial situation is much more complex, you can’t find the answers to your questions...
Advisor headshot - how to use debt to your advantage
August 22, 2022 
Jacky Ip

How to Use Debt to Your Advantage

A proper financial plan will address every aspect of your financial picture, but something that is often not properly addressed is personal debt. If you’re not using debt to your...
Blog thumbnail advisor head shot diving into the first blueprint meeting a cash flow plan
July 4, 2022 
Jacky Ip

Diving into the First Blueprint Meeting: A Cash Flow Plan

As a successful business owner, having a personalized cash flow plan allows you to spend money on things that bring you joy freely. There won’t be any guilt about spending...
Advisor headshot thumbnail - choosing the right financial advisor for you
May 24, 2022 
Jacky Ip

Choosing the Right Financial Advisor for You

The financial industry in Canada is confusing. It’s challenging to find the right financial advisor and with so much information and access to technology, the options are endless. In this...
Advisor headshot - 3 things you wish you knew about wills and estate plans
April 11, 2022 
Jacky Ip

3 Things You Wish You Knew About Wills and Estate Plans

Misconceptions about wills and estate plans are common and can be the reason Canadians often hold back from having one in place. In this blog, we will clear up these...
Blog thumbnail of financial advisor's head shot - 3 ways to maximize the return on investment property
February 14, 2022 
Jacky Ip

3 Ways to Maximize the Returns on Your Investment Property

Most successful business owners we work with want to have an investment property in their portfolio, especially when Canada’s real estate market is so hot right now.  But without a...
The Best Way to Spend Money Without Feeling Guilty
January 31, 2022 
Jacky Ip

The Best Way to Spend Money Without Feeling Guilty

Almost every client we work with circles back to the same question: “How can I spend money without feeling guilty about it?” We know how hard you work for your...