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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.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind, tax planning and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind, tax planning and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? We can help your money work harder for you. Contact our office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? We can help your money work harder for you. Contact our office to set up an appointment.
Hard earned truth: These are the five cognitive biases that you should fear most
Trying to manage your investments yourself?
Overconfidence, loss aversion and the fear of missing out will put your investing returns at risk.
Overconfidence, loss aversion and the fear of missing out will put your investing returns at risk.
Listing a trusted contact could foil financial elder abuse - BNN Bloomberg
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.
Inflation expected to drop in July, giving Bank of Canada more ammo to cut at its next meeting
The Bank of Canada is expected to cut its policy rate at its next meeting in September, something that will become even more likely if economists’ predictions that inflation continued to cool last month come true.
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.
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, but it's not perfect. Make sure you look deeper, before you invest.
Good Financial Advice starts with good habits
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Five examples of Canada’s dysfunctional housing market, the Home of the Week and more top real estate stories
New 30-year mortgages are coming, but the devil’s in the details.
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.
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.
Make sure your investments are well managed and aligned with your goals.
Make sure your investments are well managed and aligned with your goals.
Posthaste: The world's really rich are getting richer again — including Canadians
Wealth transition is one of the only 'Rich People Problems' you don't want. A thoughtful, structured approach can make it easier on you and your family.
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.
Why the smart money is buying single-family homes
There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.
Warren Buffett eyes Canadian investment as cash pile hits fresh record
“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg
A survey of Canadian parents suggests they are finding it difficult to save for their children’s education as inflation and the high cost of living take a bite out of excess savings. RESPs may not be the best strategy, especially for those in higher tax brackets.
Three charts on the benefits of staying invested
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Defined benefit vs. defined contribution pension plans: which is better and how much will I receive?
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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