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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.
The Strategic Advantage Of Asset Location

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.
TFSA Passive Income: How Retirees Can Get Decent Returns While Reducing Capital Risk

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.
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca

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.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey

Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey

A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.
The FP Wealth Survey: How much does it take to be considered wealthy in Canada?

The FP Wealth Survey: How much does it take to be considered wealthy in Canada?

Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.

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