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Theme Demos | Jun 23, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Theme Demos | Jun 23, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Theme Demos | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Theme Demos | Apr 6, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Theme Demos | Dec 15, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Theme Demos | Dec 3, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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Theme Demos | Nov 3, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Theme Demos | Aug 26, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Theme Demos | Jul 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Theme Demos | May 14, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Theme Demos | Mar 25, 2021

The Difference Between Old Age Security and The Canada Pension Plan

You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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Theme Demos | Mar 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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