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Life Planning

Careers

When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have listed off your most important…

Leaving Home

Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home when they are…

Children

As parents, it’s our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to manage their…

Power of Attorney

Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a…

Dealing with a Death

Besides the financial ramifications of a person’s death, dealing with all the administrative details and paperwork can be very stressful for the…

Retirement

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age…

Disability

Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their families…

Self-Employment

Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having a good idea or a willingness to…

Divorce

For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long-lasting impact that affects…

Unemployment

Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills. Canadians who are…

Education

Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created an excellent…

Using Credit

Buying on credit is easy. It’s convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if…

Eldercare

Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges…

Wills

A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and…

Home Ownership

Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the largest personal…

Millions of Canadians are without adequate insurance.
Use our online tools to learn more about affordable insurance solutions.

HOW WE HELP

After years of living the “rat race”, you are looking forward…

You are more experienced now, your bank account is larger,…

During the last market downturn a few years ago, retirees who…

Millions of Canadians are without adequate insurance.
Use our online tools to learn more about affordable insurance solutions.

SERVICES

Many people will offer you advice on which investments…

For most Canadians, retirement is a major financial goal that…

Many people assume that estate planning is only for the…

Investment tax planning is not just about writing the…

Careful portfolio analysis is necessary to ensure that…

Proper analysis is vital to ensure that you aren’t paying too…