… but aren’t I Wonder Woman? (are you properly insured?)

Those familiar with me in business know that I’m not about the cheesy sales pitches. I’m more about awareness and education, so I want to highlight a few real life cases I’ve encountered in my business in the past year. Published in a report by Canadian Life and Health Insurance Association, there were 22 million people […]

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Ch-ch-ch-changes! (Finance Industry Regulations)

Financial services are (some would say) a loosely regulated, complex, multi-faceted global industry. It covers off everything from lending, to stocks, to insurance and increasingly complicated investment products. The negative light that has shone so brightly on the industry (rightly so) since 2008/9 has made way for regulatory changes even in Canada… a nation whose […]

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Why should YOU have a financial plan?

Taxes are done for another year…. Phew! Now what? Sit back and reflect on your 2015 tax preparation and outcome. Do you: Get a sizeable return, or have to pay? Have difficulty finding all your receipts, and are worried you’ve missed out? Have questions about your tax return, including tax and retirement planning? If you […]

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Tax Time

As the tax filing deadline looms, you’re likely falling into one of three categories: the early filer — sitting pretty without stress the quarterback — you’ve already passed your ball (tax docs) to your accountant the countdown-er — you’re hoping you’ll have your shoebox of receipts put together by April 29th, with a 5pm drop-off […]

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2016 Federal Budget: A Summary

Reading time: 8 minutes The new Liberal federal government released its 2016-17 budget on March 22, 2016, in line with campaign promises to spend on infrastructure in order to spur on the economy and create jobs for Canadians. A deficit budget was expected, and delivered, but you may be wondering how it would affect (or benefit) […]

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Market Turmoil? That’s an understatement…

I know – you might be feeling a little panicked right now. Many are, with the headlines that the markets are seeing lows not seen since the 2008 financial crisis. The truth is that the North American stock markets are still well above the lows of 2008 (lowest close was nearly 8000 for the TSX, […]

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Where oh where is Will? Not to mention its Executor…

  Wills and proper estate planning is something that very few of us want to talk about with our family – especially our parents. Mostly looked upon as a taking of inventory of a person’s possessions and finances, a Will can mean so much more and document everything from medical last wishes or charitable bequests, […]

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