Blog Posts

As 2023 draws to a close and we eagerly welcome everything the new year has to offer, we want to take a moment to reflect on the past year and showcase a few of our firm’s favourite highlights. Throughout the year, we have had the pleasure of working closely with our...

While financial literacy is a critical life skill that everyone should possess, it’s especially impactful for young people to have this knowledge when starting their adult life and creating a financial foundation for their future. Let’s discuss why financial literacy...

In a world driven by consumerism and the pursuit of financial success, the act of charitable giving stands out as a powerful way to connect with our deeper humanity. When focusing on financial success and what that means to you, it’s important to consider that it may...

Investing can be a powerful way to grow wealth over time, but with so much information available at our fingertips, misinformation about investing can spread quickly. We want to take a closer look at a few of these common misconceptions and provide you with the facts...

You’ve probably heard of estate planning – a term typically associated with high-net-worth individuals to describe the transfer of assets to loved ones following their passing. But have you heard of legacy planning? Legacy planning is synonymous with estate planning,...

Whether you’re a seasoned veteran in investments, or just beginning to consider how to build your portfolio, we could all use a refresher on investing in the stock market.  In today’s day and age, it’s imperative to be aware of what’s happening in the stock...

The financial obligations of having children can seem overwhelming; extracurricular activities, tuition, and launching them into adulthood all come with a price tag. Whether you have kids already or not, it’s never too early to start investing – especially when it...

Looking ahead to the future can be daunting – especially when it comes to our finances. Thankfully, by investing wisely, we can eliminate some of this stress by achieving our financial goals over time. A common misunderstanding that comes with investing is that in...

Inflation seems to be all we hear about in the news, often including a doom and gloom narrative about rising grocery prices, the cost of fuel, your drink at Starbucks, rising interest rates, etc. What we don’t often hear is what we can do about it – how we can wisely...

Did you know that over $530,000,000 of Canadian dollars were lost to fraud in 2022 alone? Fraud occurs every day in Canada, with many occurrences going undetected or unreported – in fact, only 5 to 10 per cent of cases are reported. This means that the number of...

For many, tax season is a stressful time. Despite personal apprehensions about tax season, there are a number of preparations and tools you can use to make the process smoother, less time-consuming, and error-free. We have curated some important information to...

The new year is a fantastic time to set some new goals, organizing yourself and your financial intentions for 2023. Whether this is your first year getting your finances in order, or you are very familiar with financial planning, be sure to start with realistic goals...