Recent Articles

09 2024 1

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial …

09 2024 2

But I’m Invincible

Most people have a false sense of security by believing that they will not be victims of a critical illness like …

09 2024 3

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all …

08 2024 1b

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives …

08 2024 2

What is Insurance?

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and …

08 2024 3

The Safe Investing Dilemma

As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments. Along …

07 2024 1

Diversification is Key

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and …

07 2024 2 1

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and …

07 2024 3

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses …