It’s hard to believe that we’re already nearing the end of 2019. This has been an extremely busy year and one with so, so much to talk about. While we had a rough ending to 2018 on the market, we had an excellent start to this year. For the most …
It’s hard to believe that we’re already nearing the end of 2019. This has been an extremely busy year and one with so, so much to talk about. While we had a rough ending to 2018 on the market, we had an excellent start to this year. For the most …
The age old saying, ‘Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic consequences for the nation’s …
Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens. Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their …
We’re coming off a significant election in October and we’ll likely see a number of changes in regards to Tax Laws, Child Care Benefits and Tax Free Savings Account Limits. At the time I write this, there are still some things that we don’t know but what we do know, …
We’ve made it through the wild weather of September here in Calgary and are now entering the last quarter of 2018. It’s been a very busy year with a lot to talk about! I’ve mentioned in a number of emails this year that Canadian Western Trust decided to exit the …
Brent and Darlene really enjoy their ‘toys’ and their lifestyle. In the last few years, they bought themselves a big screen TV, a stereo system, two expensive new vehicles, a ski boat and took a tropical vacation, mostly on credit. They also used their credit cards to pay for numerous …
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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