Over the years, I’ve had the privilege of supporting several clients who are living with disabilities, along with their families. I’ve seen firsthand how thoughtful planning can bring peace of mind, financial security, and confidence about the future. For Canadians living with disabilities—and their families—navigating financial planning can feel complex.

For our latest episode of Independent Perspectives, I had the pleasure of sitting down with David Goncalves, a mortgage broker and founding partner at Vine Group. I’ve worked with David and his team for years and have introduced many clients to Vine Group brokers. Their service is consistently excellent, and

Whenever our team begins serving a new client, one of the first questions we ask is if they have an up-to-date will. While most people we work with do have a will, you would be surprised how many people do not, so if you are one among them you are

Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Here are a few strategies to consider before the new year: Review Accrued Capital Gains With the proposed increase to the capital gains

Recently, I worked with a long-time client to refinance her mortgage, and it reinforced a key piece of advice I’d like to share; when making decisions about your mortgage, always consult an independent mortgage broker. I worked at one of the big six banks for almost 20 years, so I