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 | 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,...
