Recent Articles

Being Thrifty Can Be Fun

A year ago, Faye and David decided to get smart around saving money. “We both love the idea of retirement,” says Faye. “But we could never seem to close the gap between what we earn and what it costs to run our life to increase our savings.” As the couple …

Ross and Janis lived a typical Canadian life. They were married, had two children, Melissa and Kyle, and both worked outside the home.   An avid golfer, Ross also went on fishing trips with friends and helped coach his son’s hockey team. Janis played the piano, enjoyed bike rides with …

Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, manage, and interact with “time” could deeply impact your financial success more than any other variable that you personally control. …

The 50-30-20 Rule

“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a New Year’s resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has been able to stick with his promise to get control of his financial …

If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians are worried they won’t have enough money to retire1. While you can’t go back in time to save more or spend less, it’s not too late to get started. Even …

Which Type of Investor Are You?

Many investors are very focused on annual returns and others worry about losing money if the economy goes into a recession. The reality is that how to approach or react to different scenarios really depends on what type of investor you are. In other words, context and your financial plan …

HOW WE HELP

Without barely a moment’s thought, you would…

Do you ever feel like life is too automated?  Maybe…

You have worked all your life and saved for…

After years of living the “rat race”, you are looking…

First you were putting on their diapers. Then you…