Do you have a financial plan? It seems like a straight-forward enough question, but is it? In 2019, 54 per cent of Canadians reported having a financial plan. That number hasn’t changed since 2017. The 2017 study goes on further to say that of those who said they have a financial plan, 36 per cent […]

When you start to look for help with your finances, whom do you ask first? Your best friend, parents, or a banker? By asking for a financial planner first, you are more likely to keep more of your money, save your time, and reduce your financial risks to help you reach your goals. Here are […]

Trust and money are like love and marriage, you can’t have one without the other. When you let someone into the financial side of your life, you want to ensure that you are dealing with someone who is reputable, someone who puts your best interests first. That’s why any successful relationship with a financial planner […]