Blog thumbnail with advisor head shot - why free financial advice can cost you more money
January 30, 2023 
Jacky Ip

Why Free Financial Advice Can Cost You More Money

Since financial advice in Canada has traditionally been free, you may not be familiar with paying for a financial planner.  The problem with free advice is that it’s given in...
Advisor headshot for Blog Thumbnail: How Reflecting on the Past Brings a Better Future
December 12, 2022 
Jacky Ip

How Reflecting on the Past Brings a Better Future

Whether the past year has been everything you’ve dreamed of or a struggle to reach your goals, it’s important to reflect on your experiences.  Taking the time to sort and...
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...