by Jennifer | Jul 21, 2020 | In-The-News, World-Economics
While we still struggle as a nation, and throughout the world, we can look at the financial shifts and trends that may appear as a result of this crisis. “Crises accelerate trends, but they’re catalysts for change and innovation.” (GLC Asset Management)...
by Jennifer | Apr 3, 2019 | In-The-News, World-Economics
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...
by Jennifer | Mar 20, 2019 | Investing, Tax-Planning, Tips & Tricks
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...
by Jennifer | Jan 4, 2019 | Insurance
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)....
by Jennifer | Jun 1, 2017 | In-The-News, Investing, World-Economics
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....