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Five Ways to Spend Your Income Tax Refund Wisely
At this time of year, we’re all doing our (legal) duty to file our taxes and make sure our contributions to the Federal and Provincial budgets are properly accounted for. If you’ve made your regular payments and calculated your eligible credits and deductions, there’s...
The Four Life Stages of Financial Planning
I’ve been asked before when the best time to engage financial planning advice is throughout a person’s life. My biased answer is that anytime is the best time. For people looking at retirement around the corner and worrying about having enough money, the old Chinese...
Trust From Our Customers, with Relatable Life Scenarios.
“I want to thank you for changing my life. Sounds so corny, but it's true. Your time and effort in putting together a financial plan for me has made a huge impact. Peace of mind is the best feeling, and the timing could not have been better with interest rates and costs for everything just going up and up. ”
“You have taken the time to understand our financial goals and have created a plan that works for us. My spouse and I have vastly different risk tolerances and financial knowledge. With other companies and advisors, we never felt their cookie cutter approach really fit our family’s needs and goals. What you have created for us is a plan that is suited to our family’s needs, backed by a planner who listens and is easily accessible.”