Blog
4 Steps to the Perfect Financial Selfie
(written for RetroScripts guest blog) When was the last time you examined your finances? Like, really took a look to see if you were on track to your goals? In this world of so much comparison to others, the convoluted lives that are portrayed on social media, the...
Company of Women Presentation: Financial Fitness (Oct 23/19)
What a beautiful group of women we had out for the breakfast presentation of Financial Fitness: Do You Need a Personal Trainer. Many thanks to Mandi & Kimberley for inviting me! There were some excellent questions, and yet we still didn't get to focus on all the...
Canada’s Federal Budget 2019… a snapshot
Two weeks ago we saw the announcement of the 2019 Canada Federal Budget focusing on “Investing in the Middle Class”. When reviewing these budget items, remember that many of the amounts are long-term commitments, and since we’re in an election year there’s no...
Take the hurt out of your taxes…
When is a good time to tax plan? Certainly not April 15th as your accountant is completing your return for you and countless others. Is your accountant the only person you should be consulting regarding your tax planning? Definitely not. Your financial planner is...
The reality of disability protection
We all think we’re invincible… that nothing would happen to us, right? As an insurance advisor, I’ve seen my share of clients who dismiss protection only to need it and come back hoping they can still get coverage (hint: they usually can’t, at least not right away)....
A World View @ June 2017
There's a lot to catch up on for 2017 so far. We see a new leader to the south of us, who is already making waves globally and will no doubt create long-term effects for Canada's economy. What those effects will be exactly, is still to be determined. Around the world...
2016 Federal Budget: A Summary
The new Liberal federal government released on March 22, 2016 its budget, in line with campaign promises to spend on infrastructure in order to spur on the economy and create jobs for Canadians. A deficit budget was expected, and delivered, but you may be wondering...
Canada Day 2015… and some changes
Did You Know? Today is a day to celebrate being Canadian! This year has brought about a few legal and financial changes for Canadians... some of which will affect all Canadians.Here are some highlights that you should be aware of: Effective January 1, 2015, changes...
Plan to Plan
Planning for Success... We're well into the last quarter of 2014 and if you own a business there's no better time than the present to be looking at 2015. What are your short- and long-term goals for the new year? What's working, and what's not? Where did 2014 fall...