Blog

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...

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...

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...

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...

Why hire a financial planner? At first thought, your answer might be “to help me plan my finances.”. While that’s certainly an important part of what a financial planner can...

When it comes to owing income tax, your first thought might not be a positive one. But what if we told you owing income tax can actually be a good...

Whenever working with a couple, there tends to be one person who knows more about the family’s finances than the other. Often, one spouse is eager to get the other...

It is forgivable if you see a cash flow plan and a budget as the same. But an effective cash flow plan is one of the most valuable tools a...

Are you making money for the sake of making more money? A lot of our clients started their businesses because they wanted financial freedom. They didn’t want to work for...