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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
9 anti-inflammatory breakfast ideas to kickstart your day
Breakfast tip!
An anti-inflammatory breakfast can include smoothies, overnight oats, and chia seed pudding. You can also enjoy savory options, such as veggie-rich egg dishes.
An anti-inflammatory breakfast can include smoothies, overnight oats, and chia seed pudding. You can also enjoy savory options, such as veggie-rich egg dishes.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
8 financial mistakes newcomers to Canada make—and how to avoid them - MoneySense
Thinking you'll move out of province or out country? Have a look at this...
Starting over in a new country means relearning the basics, including personal finance. Vickram Agarwal shares his hard-won experiences.
Starting over in a new country means relearning the basics, including personal finance. Vickram Agarwal shares his hard-won experiences.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
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The Retirement Bucket Rule: Your Guide to Fear-Free Spending
Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.
Let's talk, I can help
Let's talk, I can help
Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement
Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.
Let's talk, I can help!
Let's talk, I can help!
Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage
The next Bank of Canada interest rate announcement is July 30. If your mortgage is up for renewal, Rates.ca has these important tips.
Let's talk, I can help!
Let's talk, I can help!
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
The Strategic Advantage Of Asset Location
What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk
In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth stocks to deliver an average yield of 4% to 5%. This is a decent return while reducing capital risk.
Let's talk, I can help!
Let's talk, I can help!
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca
Advisors who offer investor education in plain language, and can be a trusted financial sounding board will be in demand.
Inflation rate rose slightly to 1.9% in June as vehicle and clothing prices climb | RCI
This comes after Statistics Canada said the pace of inflation held steady in May at 1.7 per cent.
How to estimate when your money will double – ‘The rule of 72’
Check out this new resource I found!
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Let's talk! I can help
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Let's talk! I can help
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine
Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
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How Gen Z is redefining retirement strategies
Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
The Best Cold Plunge Tubs To Boost Recovery, Energy And Wellness
Cold water immersion boasts myriad benefits, and the best cold plunge tubs make it easy to reap them at home. Here are the models we recommend for a variety of use cases.
Let's talk, I can help!
Let's talk, I can help!
With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.