Blog thumbnail with a financial advisor headshot - what exactly does a fee-only financial planner do?
January 26, 2023 
Jacky Ip

What Exactly Does a Fee-Only Financial Planner Do?

Since financial advice in Canada has traditionally been free, you may not be familiar with fee-only financial planners.  The problem with free advice is that it’s given in the hopes...
Advisor headshot for Blog Thumbnail: 4 ways to invest the extra cash in your corporation. a blog to solve your problem of having excess cash in and investing it to turn it into a profit
January 13, 2023 
Dave Loncaric

4 Ways to Invest The Extra Cash In Your Corporation

A common problem clients come to us with is not knowing what to do with the extra cash sitting in their corporation.  Although having extra cash built up inside your...
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...