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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… 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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Let’s all be Beyonce!

Uninspired. Unmotivated. Many of us get that way. You lose sight of what your goals are. You reach a goal and don’t bother extending it. Or this thing called life just gets in the way. I love the phrase “you have as many hours in the day as Beyonce“, and although I’m fully aware of that fact, […]

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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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