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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.
Watch the video to see how powerful an RRSP contribution can be, depending on
your income level. Have any questions? Let us know! We’d be more than happy to help.
#Investing #InvestSmart #InvestingTips #InvestmentStrategy #FinancialGrowth #WealthBuilding #LongTermInvesting #SmartInvesting #PersonalFinance #WealthManagement #FinanceGoals
your income level. Have any questions? Let us know! We’d be more than happy to help.
#Investing #InvestSmart #InvestingTips #InvestmentStrategy #FinancialGrowth #WealthBuilding #LongTermInvesting #SmartInvesting #PersonalFinance #WealthManagement #FinanceGoals
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Did you know, when saving for your kids’ education, you can open either an individual or family RESP?
👶 Individual RESP: One child/beneficiary per account. 👨 👩 👧 👦 Family RESP: Multiple kids/beneficiaries under one plan, giving you flexibility to move funds where they’re needed most.
If one child chooses not to attend post-secondary or earns a full scholarship, you can redirect the funds to another child, ensuring your hard-earned savings (and the government grants!) don’t go to waste.
💡 It’s a smart, flexible option for families planning ahead.
👉 Want to know which plan is right for your family? Let’s chat!
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
👶 Individual RESP: One child/beneficiary per account. 👨 👩 👧 👦 Family RESP: Multiple kids/beneficiaries under one plan, giving you flexibility to move funds where they’re needed most.
If one child chooses not to attend post-secondary or earns a full scholarship, you can redirect the funds to another child, ensuring your hard-earned savings (and the government grants!) don’t go to waste.
💡 It’s a smart, flexible option for families planning ahead.
👉 Want to know which plan is right for your family? Let’s chat!
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
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If you know us, you know we love finding ways to make life a little easier (and fun) while still planning for the future. That’s exactly why we’ve both set up regular contributions to our kids’ RESPs.
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
If you know us, you know we love finding ways to make life a little easier (and fun) while still planning for the future. That’s exactly why we’ve both set up regular contributions to our kids’ RESPs.
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Imagine walking into retirement with a source of income that’s 100% tax-free. Sounds dreamy, right?
The truth is, having a tax-free income stream is one of the most powerful tools you can set up for your future. Every dollar you DON’T have to hand over in taxes is a dollar you can spend on making memories, enjoying peace of mind, or just living retirement your way.
The real magic happens when you’ve got a balanced mix of tax-free + taxable sources working together to give you a well-rounded, protected retirement plan.
Want to explore how tax-free income could fit into your retirement strategy? Let’s chat about your options.
#TaxFreeRetirement #RetirementIncome #SmartRetirement #RetirementReady #WealthPlanning #RetirementSavings #RetirementGoals #FinancialFreedom #MoneySmarts #RetirementDreams #InvestSmart #FinancialAdvisor #PlanForRetirement #MoneyMatters #FuturePlanning #FinancialWellness #RetireHappy #MoneyTips #WealthMindset #RetirementPlanning
The truth is, having a tax-free income stream is one of the most powerful tools you can set up for your future. Every dollar you DON’T have to hand over in taxes is a dollar you can spend on making memories, enjoying peace of mind, or just living retirement your way.
The real magic happens when you’ve got a balanced mix of tax-free + taxable sources working together to give you a well-rounded, protected retirement plan.
Want to explore how tax-free income could fit into your retirement strategy? Let’s chat about your options.
#TaxFreeRetirement #RetirementIncome #SmartRetirement #RetirementReady #WealthPlanning #RetirementSavings #RetirementGoals #FinancialFreedom #MoneySmarts #RetirementDreams #InvestSmart #FinancialAdvisor #PlanForRetirement #MoneyMatters #FuturePlanning #FinancialWellness #RetireHappy #MoneyTips #WealthMindset #RetirementPlanning
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With just over a month left in 2025, here’s our advice for 2026: Get your shit together. 😅
We know, it sounds blunt. But honestly, if everyone just got their financial stuff in order, it would make a HUGE difference.
Get organized. Stop ignoring it. Even if you have tons of money, ignoring it means missing out on opportunities… opportunities to grow, protect, and make the most of what you’ve built.
Consider this your friendly nudge: let’s make 2026 the year you take control, get everything aligned, and stop letting your finances run in the background.
💭 Let us know in the comments (or give us a call): what’s the one thing you want to get organized before the new year?
We know, it sounds blunt. But honestly, if everyone just got their financial stuff in order, it would make a HUGE difference.
Get organized. Stop ignoring it. Even if you have tons of money, ignoring it means missing out on opportunities… opportunities to grow, protect, and make the most of what you’ve built.
Consider this your friendly nudge: let’s make 2026 the year you take control, get everything aligned, and stop letting your finances run in the background.
💭 Let us know in the comments (or give us a call): what’s the one thing you want to get organized before the new year?
With just over a month left in 2025, here’s our advice for 2026: Get your shit together. 😅
We know, it sounds blunt. But honestly, if everyone just got their financial stuff in order, it would make a HUGE difference.
Get organized. Stop ignoring it. Even if you have tons of money, ignoring it means missing out on opportunities… opportunities to grow, protect, and make the most of what you’ve built.
Consider this your friendly nudge: let’s make 2026 the year you take control, get everything aligned, and stop letting your finances run in the background.
💭 Let us know in the comments (or give us a call): what’s the one thing you want to get organized before the new year?
We know, it sounds blunt. But honestly, if everyone just got their financial stuff in order, it would make a HUGE difference.
Get organized. Stop ignoring it. Even if you have tons of money, ignoring it means missing out on opportunities… opportunities to grow, protect, and make the most of what you’ve built.
Consider this your friendly nudge: let’s make 2026 the year you take control, get everything aligned, and stop letting your finances run in the background.
💭 Let us know in the comments (or give us a call): what’s the one thing you want to get organized before the new year?
Don’t put off saving for your kid’s education. Don’t put off making contributions. Get that grant money (plus interest), ASAP. Just a heads up that our office deadline for those RESP contributions is December 18th. This will ensure we have enough time to process the paperwork and have everything finalized by the government deadline of December 31st.
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
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“Is it hard to get money out of an RESP?” 👀 It’s a super common question but the good news is, it’s usually not complicated at all. If we’ve got everything we need, you’ll typically have the money within a week. 🙌
What you’ll need: ✅ Proof of enrollment ✅ Clarity on what portion you’re accessing (grant money, your money, or interest earned)
Simple as that!
Have any RESP questions? Let’s chat through them so you feel confident about how (and when) to access those funds
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
What you’ll need: ✅ Proof of enrollment ✅ Clarity on what portion you’re accessing (grant money, your money, or interest earned)
Simple as that!
Have any RESP questions? Let’s chat through them so you feel confident about how (and when) to access those funds
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
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Today, we pause to remember and honour the brave men and women who have served and sacrificed for our country. 🕊️
Their courage and dedication allow us to live our lives with freedom and safety… something we should never take for granted.
Whether it’s a quiet moment of reflection, attending a ceremony, or simply wearing a poppy, let’s take a minute to show our gratitude and remember the incredible sacrifices made for all of us.
Lest we forget. ❤️
Their courage and dedication allow us to live our lives with freedom and safety… something we should never take for granted.
Whether it’s a quiet moment of reflection, attending a ceremony, or simply wearing a poppy, let’s take a minute to show our gratitude and remember the incredible sacrifices made for all of us.
Lest we forget. ❤️
Today, we pause to remember and honour the brave men and women who have served and sacrificed for our country. 🕊️
Their courage and dedication allow us to live our lives with freedom and safety… something we should never take for granted.
Whether it’s a quiet moment of reflection, attending a ceremony, or simply wearing a poppy, let’s take a minute to show our gratitude and remember the incredible sacrifices made for all of us.
Lest we forget. ❤️
Their courage and dedication allow us to live our lives with freedom and safety… something we should never take for granted.
Whether it’s a quiet moment of reflection, attending a ceremony, or simply wearing a poppy, let’s take a minute to show our gratitude and remember the incredible sacrifices made for all of us.
Lest we forget. ❤️
Every parent knows the drill… tossing granola bars, yogurt tubes, maybe the occasional “surprise treat” into lunchboxes day after day. It doesn’t feel like much at the moment, but over time, it becomes part of the routine.
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
Every parent knows the drill… tossing granola bars, yogurt tubes, maybe the occasional “surprise treat” into lunchboxes day after day. It doesn’t feel like much at the moment, but over time, it becomes part of the routine.
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
Ever wonder what a 10-year delay in saving for retirement could cost you? 👀
We ran the numbers using an RRSP calculator, and the difference is HUGE.
If you’re curious about how starting earlier (even with smaller amounts) can set you up for a way more comfortable retirement, this one’s for you.
#RetirementPlanning #RetirementGoals #FinancialFreedom #RetirementIncome #RetirementSavings #RetirementReady #SmartRetirement #FuturePlanning #RetirementStrategy #FinancialIndependence #WealthManagement
We ran the numbers using an RRSP calculator, and the difference is HUGE.
If you’re curious about how starting earlier (even with smaller amounts) can set you up for a way more comfortable retirement, this one’s for you.
#RetirementPlanning #RetirementGoals #FinancialFreedom #RetirementIncome #RetirementSavings #RetirementReady #SmartRetirement #FuturePlanning #RetirementStrategy #FinancialIndependence #WealthManagement
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Your kid’s don’t become hockey players after one practice… but you already knew that. ⚡ It’s the years of showing up, investing in the gear (again and again 🙃), and putting in the time that eventually leads to building the skills.
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Your kid’s don’t become hockey players after one practice… but you already knew that. ⚡ It’s the years of showing up, investing in the gear (again and again 🙃), and putting in the time that eventually leads to building the skills.
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Your emergency fund doesn’t have to sit idle. 💡
A TFSA can keep it accessible AND help it grow... tax-free.
#Investing #InvestSmart #InvestingTips #InvestmentStrategy #FinancialGrowth #WealthBuilding #LongTermInvesting
#SmartInvesting #PersonalFinance #WealthManagement #FinanceGoals
A TFSA can keep it accessible AND help it grow... tax-free.
#Investing #InvestSmart #InvestingTips #InvestmentStrategy #FinancialGrowth #WealthBuilding #LongTermInvesting
#SmartInvesting #PersonalFinance #WealthManagement #FinanceGoals
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The bottom line is that insurance on your children, isn't just about covering a loss - it's about protecting their future insurability, offering long-term financial flexibility, and bringing peace of mind to the entire family.
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How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.