2018: Be prepared for what’s to come

Today is referred to as “Blue Monday” mostly because it’s a time when people are starting to get their credit card bills in to see the holiday spending, and getting sick of the cold weather wanting to travel somewhere warm. In the world of finance, reports on consumer spending and earnings for the last part […]

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The cannabis craze — “it’s so dope”

This week saw yet another state – California – implement the legalized recreational marijuana retail sales. Canadian provinces are working toward the retail distribution and sales to begin this summer, nation-wide. With this newly created industry booming, many investors are wanting to jump on the cannabis bandwagon, purchasing stock in producers such as Canopy Growth […]

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2017: Top 5 Newsmakers

It’s that time again to take a look back at the top stories that shaped the Canadian economy and financial balance sheets of the average Canadian this past year. Housing This year saw an increase in interest rates, as well as legislation to prevent foreign ownership in markets like Vancouver… all contributing to slowing down […]

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The State of September

As we finish off the third quarter of 2017, September has brought us extreme weather, national tax issues for small business owners, and now an interest rate increase – the second for the year – courtesy of the Bank of Canada. All separate in their own right, they all have an effect on the economy, […]

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… 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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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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