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Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

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Script: Let's help make your freelance dreams financially sustainable
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.
FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

There has an interesting point on what happens when you make a gift to a charity in your will, but the charity doesn't exist when you die. It's not mentioned here, but a good practice is to name an alternate charity for these situations.
Hard earned truth: These are the five cognitive biases that you should fear most

Hard earned truth: These are the five cognitive biases that you should fear most

This is an interesting article on investor behavior that can hurt your returns. I cover many of these in my Investment Philosophy, where we look at how to overcome these and maximize your investments. Message me to get a copy
Seven taxes on investments you need to know about

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.
Posthaste: The world's really rich are getting richer again — including Canadians

Posthaste: The world's really rich are getting richer again — including Canadians

But Canadians’ fortunes grew as well, with high-net-worth individuals gaining 3.8 per cent more wealth and the population of the wealthy increasing 3.6 per cent.
Retirement planning for business owners

Retirement planning for business owners

You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...

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