Life Planning

Life Planning

Careers

When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have listed off your most important…

Leaving Home

Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home when they are very young, others wait till..

Children

As parents, it’s our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to manage their money well. Doing so should be…

Power of Attorney

Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which…

Dealing with a Death

Besides the financial ramifications of a person’s death, dealing with all the administrative details and paperwork can be very stressful for the family members of the deceased. Each province has…

Retirement

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age…

Disability

Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their families, friends and caregivers need reliable…

Self-Employment

Careers

Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having a good idea or a willingness to work at least…

Divorce

For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long-lasting impact that affects family relationships for…

Unemployment

Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills. Canadians who are sick, pregnant or…

Education

Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created an excellent website ( CanLearn ) for…

Using Credit

Buying on credit is easy. It’s convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if you really need the item you are…

Eldercare

Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges…

Wills

A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the…

Home Ownership

Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the largest personal debt of the…

Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

HOW WE HELP

Without barely a moment’s thought, you…

Do you ever feel like life is too automated?

You have worked all your life and saved for…

After years of living the “rat race”, you are…

You get home from work, your spouse is…

SERVICES

Many people will offer you advice on which investments…

For most Canadians, retirement is a major financial goal that…

Many people assume that estate planning is only for the…

Investment tax planning is not just about writing the…

Careful portfolio analysis is necessary to ensure that…

Proper analysis is vital to ensure that you aren’t paying too…

LIFE STAGES

If you are just starting out, it’s easy to…

You get home from work, your spouse is…

Many people assume that estate planning is only for the…

During the last market downturn, retirees who…

Proper analysis is vital to ensure that you aren’t paying too…