Retirement planning has long-been regarded as both a science and an art. The science is related to the financial modelling and stress-testing that can help you move confidently into this next phase of your life. The art comes from turning your new-found time and your accumulated wealth into joy and purpose.

Interest rate announcements significantly affect Canadian borrowers and lenders. Younger individuals with mortgages or business loans, and older individuals with substantial fixed-income portfolios, are directly impacted. Despite a spike in interest rates, the intended impact of reducing consumer spending and slowing the economy have not yet materialized – at least not yet…

Since my financial planning career began over 20 years ago, life insurance has been a regular topic of conversation with clients. This article provides a very good primer on what life insurance and annuities are, how they work, when to best consider them and what objectives they can address.

While computers and AI have improved efficiency, many believe that human concern and advice will continue to be the most meaningful part of the financial industry. FinTech works to improve efficiency of administrative tasks; which in turn gives us more time to worry about my clients wealth, wellness and well-being.

According to Positive Psychologist theorists, meaning – the service to something larger than yourself – is one of 5 primary drivers of life satisfaction.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Co-op and other paid-internship programs are becoming increasingly valuable for young career starters.