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...
by Jennifer | May 5, 2023 | Uncategorized
The world of cryptocurrency surged into the mainstream conversation and internet activity during the pandemic, with so many folks sitting at home with time on their hands and wanting to explore alternative ways to make money. We saw surges in self-directed stock...
by Jennifer | Nov 20, 2022 | Estate-Planning, Investing, Retirement-Planning
This year’s market volatility, rising interest rates, increased inflation and housing prices becoming almost out of reach for so many Canadians has folks needing to review their traditional views on retirement. This is something that’s manageable for those...
by Jennifer | Oct 10, 2022 | Features, Tips & Tricks
October 10th marks World Mental Health Day, with the theme “Make mental health & well-being for all a global priority”. Making mental health a priority has to start with identifying key factors that affect an individual’s mental health. Studies...
by Jennifer | May 15, 2022 | In-The-News
Canada’s latest federal budget, in an effort to help Canadians enter the homeownership market, introduced the First-Time Home-Buyer’s Savings Account, or FHSA for short. Available in 2023, this new account will offer a purpose-driven tax-sheltered...
by Jennifer | Apr 29, 2022 | Uncategorized
The Baby Boomer generation is that post-World War II baby boom that came, and are now aged 58 to 76. This means they’re spanning pre-retirement and retirement, and that tends to be their financial focus. This generation has amassed wealth in real estate,...
by Jennifer | Apr 25, 2022 | Timeline, Tips & Tricks
Welcome back to my Milestone Money series! We’re talking about Generation X, those born as early as 1965 and as late as 1980. This is a middle point of life where you’re in your 40s or 50s, may have dependent children still, but are growing ever nearer to...
