The numbers are hard to ignore; Canadians are active on social media. 94% of adult internet users have at least one social media account. The most popular platform is Facebook. The social media giant says there are 23 million monthly active Facebook users in Canada. As a financial planner, that is a lot of potential […]

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 […]

When it comes to hiring a financial planner, potential clients have many choices. It’s crowded out there. There are lots of lawyers, accountants, investment counsellors, and bankers calling themselves financial planners or advisors; add to that the vast variety of titles that financial planners are using, and it makes it even more confusing for the average person. […]