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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.
How will the Bank of Canada’s rate cut impact real estate?

How will the Bank of Canada’s rate cut impact real estate?

How will the Bank of Canada’s rate cut impact real estate?
Bank of Canada to cut interest rates deeper, faster over next year, economists say

Bank of Canada to cut interest rates deeper, faster over next year, economists say

Economists are also forecasting faster and deeper cuts to borrowing costs over the next year, and see the central bank reducing the policy rate from the current 4.5 per cent to three per cent by next July.
FP Answers: Which assets require probate and is there any way to reduce these costs?

FP Answers: Which assets require probate and is there any way to reduce these costs?

Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
Want to keep your brain sharp? Here are 5 things you can do | CBC Radio

Want to keep your brain sharp? Here are 5 things you can do | CBC Radio

Want to keep your brain sharp? Here are 5 things you can do
Exercise, sleep, social connections all key to avoiding cognitive decline
How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com

How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com

Institutional investors are disclosing the environmental impact of their assets through increasingly sophisticated sustainability reports that use the latest disclosure metrics.
4 common life insurance myths unmasked

4 common life insurance myths unmasked

Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
Canada's economy grows more than expected

Canada's economy grows more than expected

Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says
Canadian seniors are wealthier than ever. Do seniors' discounts still make sense? | CBC Radio

Canadian seniors are wealthier than ever. Do seniors' discounts still make sense? | CBC Radio

Canadian seniors are wealthier than ever. Do seniors' discounts still make sense?
Younger generations struggling to make ends meet say discounts would be a big help
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 cuts key interest rate again, more cuts 'reasonable' if inflation keeps easing | CBC News

Bank of Canada cuts key interest rate again, more cuts 'reasonable' if inflation keeps easing | CBC News

Central bank cut rate for 2nd consecutive time, to 4.5 per cent
Canadians worried about inflation, income and potential recession: survey

Canadians worried about inflation, income and potential recession: survey

A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
Economists expect modest decline in June inflation, paving way for July Bank of Canada cut

Economists expect modest decline in June inflation, paving way for July Bank of Canada cut

Economists are confident the data will show inflation resumed its downward trajectory after a surprise jump
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.
5 steps to choosing a guardian for your children

5 steps to choosing a guardian for your children

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com

47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com

Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
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.
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.
Canadians getting more anxious about their finances as they await more rate cuts

Canadians getting more anxious about their finances as they await more rate cuts

55% are worried about their personal and day-to-day family finances
FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues

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