What’s Worth Reviewing at the Start of the Year and What Isn’t
The start of the year is a natural time to review your finances, but not everything requires change. This article explains what's worth reviewing, what can stay the same, and how a focused review can lead to clearer, more confident
Direction Over Resolutions: A Smarter Way to Start the Financial Year
January often brings pressure to make financial changes, but urgency doesn’t always lead to better decisions. This article explores why long-term financial planning, clarity, and consistency matter more than seasonal resolutions when building lasting wealth.
Turkey dinners are cheaper - but everything else isn't. A 1975 family had a monthly surplus; today's equivalent family faces a major shortfall. Here's what the numbers mean for the next generation - and how planning can help.
Why Working With an Advisor Builds Financial Confidence (and why that matters more than ever)
Financial Confidence isn’t just about knowing the markets – it’s about having the structure, discipline, and guidance to stay the course. Learn how working with an advisor can help you navigate volatility and make smarter long-term decisions.
The New Retirement Reality: What Canadians Need to Know in 2025
Retirement has changed. Longer lifespans, rising costs and shifting portfolios mean Canadians face a new retirement reality in 2025. Discover the key trends – and how to plan for a confident future.
Good News! Your TFSA is the Key to Generational Wealth
Most Canadians think of the TFSA as a piggy bank. In reality, it's the seed of generational wealth - the Future Freedom Fund that keeps growing tax-free.
Investing in the Next Generation: RESP Tips & Legacy Planning
Discover how to invest in the next generation with smart RESP contributions and legacy planning strategies. Learn how to grow education savings, minimize taxes, and create a lasting family impact.
How to Protect Your Investments in a Volatile Market: 5 Proven Strategies to Safeguard Your Portfolio
In this article, explore 5 proven strategies to protect your investments in a volatile market, from diversification and rebalancing to using tax-advantaged accounts and financial tools. Learn how these strategies can safeguard your portfolio and help you achieve long-term wealth.
