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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.

Younger Canadians are outsaving older ones as they enter trade war ‘survival mode’
Trump's tariffs are creating anxiety about jobs, inflation and recession, driving an increase in emergency savings
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

An Ontario high school teacher on how worried kids are today about money and their future
Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future

As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice

Walking Just 11 Minutes Each Day Could Add Years To Your Life, Says Study. Here's Why It Works.
👟 Walking has seen a surge in popularity over the past few years, thanks to a slew of research that’s found that it's great for your overall health and longevity. Now, another study has found that you don’t need to log several miles to reap the benefits of walking. Instead, just a few minutes a day could provide a serious boost for your overall health.

What to do if you outlive your retirement savings in Canada - MoneySense
Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf

Bank of Canada cuts interest rate to 3% amid trade uncertainty with the United States
Bank of Canada cuts interest rate to 3% amid trade uncertainty with the United States

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