Stay informed
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.
How to regain control during high-stress financial and life events
Life is full of unexpected moments: changes at work, family illness, or financial setbacks that can leave you feeling uncertain. The best thing you can do is to be prepared, both mentally and financially. This article offers ways to build resilience for whatever comes your way, reminding us that every situation is different and deserves a tailored approach. If you’d like help planning for the unexpected, we’re here to work with you and create a strategy that fits your life. Call us at 403-266-2061 Ext 2254 to book an appointment!
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
So long early retirement, for most Canadians the golden years now start after 65
More and more people are finding themselves working longer and feeling less confident about retiring when they hoped to. The average retirement age is creeping higher, and many are worried about reaching their financial goals in time. If that sounds familiar, you’re not alone, and you don’t have to figure it out by yourself. If you’re worried about your retirement funds, we can help. Call us at 403-266-2061 Ext 2254
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
Retirement planning isn’t just about money, it’s about building a life that supports your health, happiness, and peace of mind. This article walks through the financial side of retirement, but also reminds us how important it is to prioritize wellness along the way. If you’re starting to think about what retirement could look like for you, we’re here to help you shape a plan that covers the full picture. Call us today (403-266-2061 Ext 2254) if you would like to chat about your financial future!
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat. Call 403-266-2061 Ext 2254 to book with us.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat. Call 403-266-2061 Ext 2254 to book with us.
Debt stress is prevalent as Canadians struggle to build financial resilience
Debt can take a real toll, not just on your finances, but on your mental health too. If you’re feeling that stress, you’re far from alone. This article sheds light on how common that burden really is, and shows a survey which highlight the importance of financial planning and education. If you’re ready to talk about your own situation, we’re here to listen and help when you’re ready. Call us at 403-837-0906 Ext. 2254 to book an appointment!
Should you buy a house during a recession? The pros and cons of making a home purchase in shaky economic times
Buying a home during a recession might sound risky, but in some cases, it can actually be a smart move. This article breaks down why, and what you need to know if you’re thinking about taking that step. From interest rates to long-term planning, there’s a lot to consider, and we’re here to help you figure out what makes sense for you. Let’s talk it through - call us at 403-266-2061 Ext 2254.
Payout annuities
This article offers a helpful look at today’s financial landscape, and while it’s a great resource from the fund company that created it, it might not cover all the specifics that matter most to you. That’s where we come in. If you’re ready to go deeper and talk about what fits your life, we’d be happy to help you take the next step. Call us today to book an appointment!
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Couple wonders: Start investing or stick with rental income to build nest egg?
Retiring sooner isn’t just a dream; with the right investment strategy, it can be a real possibility. In this article, a couple asks what they can do to make that happen and starts exploring their options. It’s a great starting point, but real results come from a plan tailored to you. If you’re thinking about early retirement, let’s talk (403-266-2061 Ext 2254). We can help you turn ideas into action.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
Ways to give money to grandchildren who have maxed out their RESPs
Many grandparents want to leave a meaningful gift for the next generation, but it’s important to do it in a way that protects both your finances and your legacy. This article shares smart tips for gifting money with less tax impact. If you’re thinking about passing something on, we’d love to help you find the right approach for your family and your future. Call us 403-266-2061 Ext 2254 to book a meeting!
How women in Canada can start investing - MoneySense
For the working woman: it’s time to start investing like your future depends on it… because it does. Whether you’re building your career, running a household, or planning for what’s next, your money should be working for you. This article breaks down why investing is so important for women and how to get started with confidence. It’s a solid guide, but your goals are personal, and your plan should be too. Let’s chat about how to make it work for you. Call us at 403-266-2061 Ext 2254
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me us call (403-266-2061 Ext 2254) to make sure you’re covered properly.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me us call (403-266-2061 Ext 2254) to make sure you’re covered properly.
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense
Insurance probably isn’t the most exciting thing on your to-do list, but it’s one of the smartest ways to protect yourself and your future. This article breaks down the types of insurance young adults should consider (and why it actually matters more than you think). If you’ve got questions or aren’t sure where to start, let’s talk! We’re here to help you figure out what coverage makes sense for you. 403-266-2061 Ext 2254
Arlene Dickinson once used grocery money to invest in stock
Arlene Dickinson knows a thing or two about growth — and in this interview, she shares why investing isn’t just for the wealthy or the business world. It’s a tool anyone can use to build financial confidence and long-term security. If you’re curious about how to start investing (or how to do it better), give this a read or call us! We are here to help your financial future. 403-266-2061 Ext 2254
Simply Put: What is a TFSA?
🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact us for help! 403-266-2061 Ext 2254
#TFSA #FinancialGoals
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact us for help! 403-266-2061 Ext 2254
#TFSA #FinancialGoals
How you spend in retirement can be just as important as how you saved for it. Many retirees don’t realize that the way you draw from your retirement income can impact your tax bill. This article highlights why it’s important to look at your retirement spending through a tax lens and how thoughtful planning can help stretch your income further. If you’re navigating these decisions or want to review your strategy, we encourage you to contact us at 304-266-2061 Ext 2254 — we’re here to help you make the most of your retirement years.
Five tips to transform money into a tool instead of a temptation
We’ve all been there — a quick scroll, a tempting sale, and suddenly your cart is full of things you didn’t plan for. Impulse buying is more common (and more costly) than we realize, but the good news is there are practical ways to take back control. This article shares simple, realistic tips to help curb those habits and make spending decisions that truly support your goals — not just your moods. If you find yourself facing these challenges, we invite you to contact us (403-266-2061 Ext 2254) — we’re here to support you in achieving long-term financial stability.
How much does divorce in Canada really cost?
Divorce isn’t just emotionally tough — it can take a major toll on your finances in ways many people don’t see coming. From legal fees to long-term financial shifts, it’s important to understand the full picture so you can make informed decisions. This article covers the financial side of divorce with clarity and compassion — because the more you know, the more confidently you can move forward. If you want more clarity or financial advice on divorce, call us at 403-266-2061 Ext 2254.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.