Recent Articles

why everyone needs an estate plan

Ralph had always worked hard for what he owned. But after watching friends and acquaintances struggle with messy estates, he realized that without a proper plan, everything he’d built could be left in chaos. Take …

08 2025 1

It doesn’t take long after getting your first paycheck to realize something: not all that money is yours. The Canadian government takes a share—and the more you earn, the more it takes. But here’s the …

meet kennedy grams

We’re thrilled to welcome Kennedy Grams as the newest addition to our team. Kennedy’s journey into financial services began in the dental field, where she managed a fast-paced office and handled daily financial operations. That …

08 2025 2

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists …

08 2025 3

Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor. However, for some, this dream can turn into a financial nightmare due to poor money …

07 2025 1

Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers, ranked from “minor leak” to “financial sinkhole.” 9. Chasing Loyalty Points We all love a …