The Plans We Make, the Life That Happens, a Mid-Year Check-In
As we reach the halfway point of the year, many of us find ourselves revisiting the goals we set back in January.
Perhaps you planned to save more, pay down debt, contribute regularly to your investments, update your estate plan, or finally tackle that lingering financial to-do list. And let’s be honest— no matter what stage of life you’re in, there always seems to be a financial to-do list.
What Uncertainty Makes Us Pause And What To Do Instead
If the past few months have felt uncertain financially—you’re not imagining it.
Interest rates are unclear. Markets are reacting quickly to global events. Economic forecasts seem to change every few weeks.
And the natural question becomes: What should I be doing right now?
The Power of Financial Independence
A Note for International Women’s Day
International Women’s Day is just around the corner, and it always gives me a moment to pause and reflect on something I have the honour of seeing unfold every day in our practice: the remarkable financial strength and independence of the impressive women we have the privilege of advising.
Between Us Ladies Soirée
Starting 2026 With Clarity and Confidence
This time of year, often brings a rush of motivation — and sometimes a quiet pressure to “get it all right.” But one of the most important things I remind clients is this:
Financial success isn’t just about numbers. It’s about behavior.
How U.S. Elections Affect Markets: Key Investor Insights
Curious how presidential elections affect your investments? Explore historical data on market performance under different presidents, party influences, and volatility trends to guide long-term investment decisions.
Why Discipline Beats Market Uncertainty
Tariffs, fear, and volatility are shaking the market, but long-term discipline still wins. Here’s why sticking to fundamentals pays off.
TFSA Contribution Limits & Penalties Explained
Don’t get caught paying hefty TFSA penalties! Learn how to avoid hefty TFSA penalties by understanding the contribution limits and tracking your contributions properly.
2024 CPP & RRSP Updates: New Limits & Earnings
Explore the latest changes for 2024 in Canada’s Pension Plan (CPP) and Registered Retirement Savings Plan (RRSP). Discover the new earnings ceilings, contribution rates, and updated limits affecting your financial planning.
Secure Your Future with RDSPs: A Comprehensive Guide
Are you or a loved one living with a disability? If so, an RDSP (Registered Disability Savings Plan) can be your key to securing a stable and prosperous future. An RDSP provides an avenue for saving and investing, tailored to ensure the long-term financial security of individuals facing severe and prolonged disabilities.
Unlocking the Power of Compound Interest: Building Wealth for the Future
Discover the wonders of compound interest and how it can be a game-changer in improving your financial situation. From growing your savings to managing debt, learn how compound interest works and why it’s a powerful tool for building wealth over time.