Recent Articles

10 2025 3

Feeling weighed down by debt while trying to save for retirement? You’re not alone. Many Canadians are juggling mortgages, lines of credit, and family expenses while still hoping to retire comfortably. The numbers tell the …

5 costly money mistakes millennials make

If you’re a millennial, you’ve probably heard the usual money advice: save early, spend less, invest smart. But let’s face it—real life is busy, expensive, and unpredictable. Still, there are a few money habits that …

active vs passive investing your best bet

The debate between active and passive investing has been going on for decades—and for good reason. Both approaches have their strengths, but choosing the right one can make a big difference in whether you simply …

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 …