Do You Need an Estate Plan?

Man holding a small model house signing a mortgage

Managing your finances raises several topics, but none as potentially tricky and unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, people don’t like to think about these scenarios —but don’t fall into the trap of avoiding these difficult matters. Good estate planning helps to […]

The First Year of Parenthood: Are You Financially Prepared?

Happy Father with baby boy at home in living room by sofa

Congratulations are in order! There is so much to look forward to as a new parent, but there are also some important financial decisions that you need to keep in mind. So, you’ve had a baby, now what? Get your child’s birth certificate, Social Insurance Number (SIN), and Health Card, if applicable. Update your benefits […]

Creating a Retirement Plan

A man inserts a quarter into a mason jar labeled "Pension"

The benefits of sensible retirement planning are clear; the creation and implementation of a personal retirement strategy might not feel so straightforward. Don’t stress. Even with the number of variables to consider, it isn’t as difficult to create an effective plan for retirement as most think. Let’s begin by considering the merits of a retirement […]

The Importance of Having a Will

A businessman or lawyer examines a document with a magnifying glass

As any parent will know, finding spare time can be a hard task. Taking time to draw up an estate plan can often fall to the bottom of the priority list. However, it is important for all families to have a basic estate plan in place to provide financial security to protect children in the […]

Financial Spring Cleaning

An US 100-dollar bill floats in soapy water

Most of us take the time to give our homes and garages a good clean every once and a while, so why not do the same with your finances?  The tax season provides you with the chance to evaluate and possibly rethink your financial goals and actions. It can be a great time to get […]