by Jennifer | Feb 3, 2026 | Retirement-Planning, Tips & Tricks
If you’re a DIY retirement planner — maybe you’ve got a workplace pension, some RRSPs, and a few investments at the bank — you’re already ahead of the game. But retirement isn’t just about saving. It’s about turning your life savings into a lifestyle. Here are my top...
by Jennifer | Jan 21, 2026 | Tax-Planning
As we kick off 2026, many Canadian households are asking: “How will taxes and personal finances change this year?” The short answer: there are some meaningful tax changes that can put more money in your pocket, especially for lower- and middle-income earners — but...
by Jennifer | Dec 5, 2025 | Tips & Tricks, Trends
There was a time when we considered a family’s household income to be spending approximately 30% on housing, and 10-20% on food for an average family of four. Supply and demand pressures, the cost of importing and distributing food in North America has seen a...
by Jennifer | Jul 27, 2025 | Investing, Uncategorized
A recent Abacus Data study (July 18, 2025) surveyed 2,500 Canadian adults, including 1,000 mutual and segregated fund investors, to uncover what truly drives investor satisfaction, confidence, and future decisions. A highlight of the survey outcomes includes: 1....
by Jennifer | Jun 12, 2025 | Investing, Retirement-Planning
Whether you’re 25 or 45, there is a bombardment of financial philosophies when it comes to saving for retirement in Canada. Despite our federal benefits (Canada Pension Plan, Old Age Security), fewer employed Canadians are retiring with a private pension that...
by Jennifer | Nov 25, 2024 | Tips & Tricks
This year we continue to see people struggle with affording basic living expenses, and the holiday season only brings anxiety around expectations and creating a memorable holiday for loved ones. Here are some tips to do things differently, and help not only your...
by Jennifer | Aug 24, 2024 | Estate-Planning
You probably associate the term “estate planning” with a certain age, when it should be considered at any age and in all aspects of your financial planning. Everyone—regardless of age, wealth, and family situation—can benefit from some degree of estate...
by Jennifer | Jul 24, 2024 | Features, Insurance
Even in today’s high-tech, AI world where robo-advisors and investing platforms make it easier than ever for folks to manage their own financial planning, there is still value in a professional advisor relationship. Someone who knows your personal situation and...
by Jennifer | Apr 17, 2024 | In-The-News, Investing
There are years when many of the federal budget items passed don’t really affect most Canadians’ personal finances. This year isn’t one of them. We’ll break down the budget points, how they’ll affect the average Canadian, and when...
by Jennifer | Feb 9, 2024 | Retirement-Planning
One of the most common realities I see is the 40-something individual with zero retirement savings. Life has had other priorities up until now, and entering their 40’s has provided a different perspective on time to retirement. If this sounds familiar, here are...
