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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.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.

Naming a Trusted Contact Person for your portfolio can help protect you from this.
Kick back this summer but keep an eye on your investments  - BNN Bloomberg

Kick back this summer but keep an eye on your investments - BNN Bloomberg

While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Tips on raising a financially savvy child

Tips on raising a financially savvy child

There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction
Woman mortgage-free at 42 wonders what to do with the extra cash

Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

If you beat the April 30 income tax filing deadline, congratulations. Now the fun part.
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
3 reasons to get life insurance in your 20s or 30s

3 reasons to get life insurance in your 20s or 30s

There are perks to buying life insurance in your 20s or 30s. Find out more.
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg

Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg

The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists.
Do you need life insurance if you’re wealthy?

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
How to keep more of your retirement income and pay less tax

How to keep more of your retirement income and pay less tax

Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

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