Blog Posts

Our office will be closed for the Thanksgiving long weekend so our team can enjoy time with family and friends. We’ll reopen on Tuesday, October 14th at 9:30 a.m.

Understanding the Differences Between Term and Whole Life Insurance

Understanding Pension Options and Benefits

Maximizing Education Savings Plans

Planning for Education and Legacy

Conducting a financial review and adjusting financial plans based on life changes

MidlandToday readers have voted us a Reader Favourite in the category of Financial and Investment Advisors.

It is a plan to build a Canada that works better for every generation, where younger generations can get ahead, where their hard work pays off, and where they can buy or rent their own home—where everyone has a fair chance at a good middle class life.

Ready to elevate your retirement savings game? Dive into our latest blog post as we unravel the secrets to maximizing your Registered Retirement Savings Plans (RSPs) with the expertise of a Canadian financial planner. Discover the personalized strategies, tax optimization hacks, and long-term planning insights that could reshape your financial future. Don't settle for average; aim for financial excellence! Click to read more and embark on a journey toward financial prosperity. #FinancialPlanning #RSPs #WealthManagement #RetirementGoals #FinancialSuccess

Over the past year-and-a-half, the Bank of Canada has raised interest rates rapidly to combat runaway inflation. That’s increased interest rates on mortgages and pushed up monthly expenses for many homeowners. (reposted from Sept 7, 2022)