Blog Posts

Have a wonderful long weekend. We will be closed Wednesday through Friday this week.

We are going to be closed Fridays in July & August.

How much money do you need to retire? It’s a simple question with a complicated answer. While you may have heard lump sums thrown around - $500,000 if you’re a single person, $1,000,000 for a couple – a much more accurate rule-of-thumb is: It depends.

Financial planning: Nine key areas of focus

Understanding RESP Withdrawals for Post-Secondary Education

This article will give you some key takeaways on what to do 3, 5, or 10 years before retirement.

RBC Wealth Management – Federal budget 2025: A summary of key measures that may impact you

RRSP Contribution Strategies Before the Deadline

As the year draws to a close, we want to take a moment to sincerely thank you for the trust you’ve placed in us. It has been a pleasure working with you and supporting your financial journey throughout the year

Planning for Holiday Expenses and Setting Goals for the New Year