My last newsletter was written just as Russia had invaded Ukraine and at that time, we had no idea how things would play out. I wish that by now, I would have been able to report that this was a short-lived conflict. As I write this though, we are six …
One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC) is expected to do incrementally – over the next year. As interest rates begin to tick upward, it is an ideal time to look at your financial position, including your …
Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible when she dies. She knows she needs a will and decides to buy a do-it-yourself will kit. When she opened it, she soon discovered some serious shortcomings. Advertised as …
How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your life and financial success. The key is to be focused and methodical about how you allocate money to each of your life’s goals on a daily, weekly, or monthly basis. …
I am sure that by now everyone has heard about Russia invading Ukraine and has had a chance to digest this news. My Newsletters are always written a couple of weeks before they go out so I expect that there will be a number of developments by the time you …
In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level of financial concern for Canadians was the 1990s2, when inflation reached a high of 5.5%. Today, it sits at about …
After years of living the…
You are more experienced now…
During the last market downturn…
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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:
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