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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.
Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
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.
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense

Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense

Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage.
Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Financial fallouts: Seven in ten Gen Z’s have argued about finances with loved ones - Charles Stanley - IFA Magazine

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning
How Gen Z is redefining retirement strategies

How Gen Z is redefining retirement strategies

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
Screen time trapping kids in ‘vicious cycle’ of bad behaviour: study - National | Globalnews.ca

Screen time trapping kids in ‘vicious cycle’ of bad behaviour: study - National | Globalnews.ca

While there's a lot of chatter around kids and social media use, the study found that time spent on gaming consoles was particularly damaging.
Certifications mean little to clients. Financial advisors want them anyway

Certifications mean little to clients. Financial advisors want them anyway

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

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