by Jennifer | Apr 23, 2026 | Estate-Planning
Estate planning often gets pushed to the “later” pile—but in reality, a few smart decisions now can save your family stress, delays, and unnecessary taxes down the road. As a financial professional in Canada, I see the same myths come up again and again. Let’s clear...
by Jennifer | Mar 27, 2026 | In-The-News, Investing
Oil Prices, Iran, and What It Means for Canadian Investors If March 2026 felt a little “rocky” in the markets—you’re not imagining it. Over the past few weeks, global markets have been reacting to escalating conflict involving Iran, and one key driver has been oil...
by Jennifer | Mar 9, 2026 | Insurance, Tips & Tricks
Life insurance is one of the most important tools in a family’s financial plan—but it’s also one of the most misunderstood. Many Canadians assume they won’t qualify, think payouts are difficult to obtain, or believe the application process is complicated. The truth is...
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...
