Keep up-to-date

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.
Winning Financial Strategies: Lessons From The Tennis Court

Winning Financial Strategies: Lessons From The Tennis Court

Tennis is a sport of strategy, precision, and adaptability, requiring players to prepare extensively, stay agile in the moment, and focus on long-term success. Interestingly, these same principles are fundamental in financial planning. Just as a tennis player works with a coach to refine their skills and achieve their goals, business owners and high-net-worth individuals benefit from working with a financial professional to navigate their unique financial journeys.
What No One Tells You About Retiring Alone

What No One Tells You About Retiring Alone

If you're single and ready to retire, the next stage of your life could look different from your married peers' lives. You may have a smaller nest egg, but you also might have more freedom to do what you want.
Most Canadians unaware that unused tax credits from prior years are still available: poll

Most Canadians unaware that unused tax credits from prior years are still available: poll

Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
Canadians turning to travel for resilience and longevity

Canadians turning to travel for resilience and longevity

About three-quarters of Canadian travellers (74 per cent) believe vacations can help them build resilience to better handle the stresses of everyday life, according to travel app Skyscanner’s 2025 Travel Trends report. And about six in 10 Canadians are more mindful about their health and well-being while on vacation.
What to do if you outlive your retirement savings in Canada - MoneySense

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.
Debt stress is prevalent as Canadians struggle to build financial resilience

Debt stress is prevalent as Canadians struggle to build financial resilience

Canadians are suffering from rising anxiety about their debts which are frequently resulting from everyday expenses, decimating ambition to build financial resilience. The survey highlights the importance of financial planning and education.
Homebuyers in Canada 'losing motivation' amid possible recession | Urbanized

Homebuyers in Canada 'losing motivation' amid possible recession | Urbanized

Rising concerns about Canada plunging into a recession are deterring prospective homebuyers, according to a new report.
Free summer fitness program helps teens across Canada build lifelong healthy habits

Free summer fitness program helps teens across Canada build lifelong healthy habits

Free summer fitness program helps teens across Canada build lifelong healthy habits
Should young couples invest together or go it alone?

Should young couples invest together or go it alone?

Should young couples invest together or go it alone?
Your corporate donations just got even more valuable

Your corporate donations just got even more valuable

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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.