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Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Canadians invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as you move though…

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the average retirement age. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra money. …

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal…

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. According…

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, I often remind clients that it is important to remember that with time…

You’ll Thank Yourself a Year from Now With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. We’re hoping finances will be…

You may be bracing for that early December feeling – a crisp chill in the air, the tingling of bells and a mailbox overfilled with donation requests from charitable organizations. The holidays are traditionally a critical time for charities, and Canadians made over a third (35.2%) of all donations across the board in December 2016.…