Hard to believe it, but we are already entering the last quarter of 2024. The year has been a mixed bag with lots of good news and bad news to report. As I write this, I’m following the Hurricane that rocked the Southeast United States1. I’m also following the ongoing …
Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets to properly allocate …
Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn’t have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of …
It’s early September as I’m writing this, and once again, over 30 degrees outside. Here in Calgary, we’ve hit 30 degrees or more numerous times this year. Historically, Calgary only hits 30 or higher around five days per year1. This summer we hit at least 30 degrees twelve times2. It …
Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and if they are, that the healthcare system will look after them. Nothing could be further from the truth. The reality is, according to …
Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to their children when they die, but they also want to do something for them today. Being part of the Savings Generation, they are reluctant to give large sums …
After years of living the…
You are more experienced now…
During the last market downturn…
About Us
We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
Contact
Free Consultation
