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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.
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.
Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide
With Mother’s Day just behind us, it’s a good time to reflect on the many ways moms show love and strength — often quietly, behind the scenes. One of the most meaningful ways to care for your family is through thoughtful financial planning. This article explores why things like creating a will and long-term planning matter, even when they’re hard to talk about. It’s a reminder that caring shows — not just in the big moments, but in the plans we make to protect the ones we care about most. If navigating these decisions feels overwhelming, you don’t have to do it alone — we’re here to help. Reach out anytime to start the conversation (403-266-2061 Ext 2254).
How should young Canadians invest in bonds? - MoneySense
Getting started with investing can feel intimidating — but it doesn’t have to be. For young people looking to build a strong financial foundation, the bond market can be a smart and steady place to begin. This article breaks down how bonds work and how they can play a key role in your growing portfolio. The earlier you start, the more your future self will thank you!
Is 40 years old too late to build generational wealth?
If you've ever thought, "I wish I started saving earlier," you're not alone - but it's not too late. There are still smart, realistic ways to build wealth and create a legacy, even later in life. This article shares how tools like mutual funds can help you make the most of where you are right now. Call us (403-266-2061 Ext 2254) to meet and discuss how you can start saving now, even a bit at a time.
How to build credit and maintain a good score
Let’s be honest — credit scores can feel like a mystery. But once you understand the basics, you can take control of your credit with confidence. This article does a great job of explaining how to build credit and keep your score in great shape. Whether you’re starting from scratch or rebuilding, it’s a smart resource to have on your side.
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.
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.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey. Call us at 403-266-2061 Ext 2254 to book an appointment today!
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey. Call us at 403-266-2061 Ext 2254 to book an appointment today!
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out to us at 403-266-2061 Ext 2254 and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out to us at 403-266-2061 Ext 2254 and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
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