The FHSA Reality Check
Audio Version Let’s be completely real for a second: trying to save up for a down payment in today’s Canadian housing market can often feel a lot like trying to fill a large swimming pool with a leaky bucket. Housing prices are undeniably steep, and ensuring every single dollar works efficiently for you counts. Enter […]
Business Risk Planning
Audio Version Imagine the following scenario for a moment. You and your partner have opened a business and are feeling extremely confident about your current success. Your primary competition across the street cannot keep up after one of their co-owners passes away, eventually closing down. Their entire customer base eventually comes your way, and business […]
The Pay Yourself Retirement Spending Plan
Audio Version One of the biggest adjustments in retirement is losing the regular paycheque you’ve had your whole working life. Suddenly, money isn’t flowing in like clockwork—and that can feel unsettling. But you can recreate that stability with the “Pay Yourself” rule of retirement spending. And no, it doesn’t require any complicated plan. The idea […]
Update Regarding the CIRO Cybersecurity Incident
You may have recently received a notification from the Canadian Investment Regulatory Organization (CIRO) regarding a cybersecurity incident that involved unauthorized access to certain personal information. We understand that news like this can be concerning, and we want to ensure you feel informed and supported. Below are a few important reminders and recommendations as you […]