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…
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Posts by Ocean 6
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…
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…
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…
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…
Free Up Your Time to do the Things You Love by Teaming Up with a Financial Planner
Why hire a financial planner? At first thought, your answer might be “to help me plan my finances.”. While that’s…
Why Owing Income Tax Can Be a Good Thing
When it comes to owing income tax, your first thought might not be a positive one. But what if we…
How to Talk to Your Spouse About Your Financial Future
Whenever working with a couple, there tends to be one person who knows more about the family’s finances than the…
Why You Should Scrap Your Budget For An Effective Cash Flow Plan
It is forgivable if you see a cash flow plan and a budget as the same. But an effective cash…