Financial Library

The Ravages of Alzheimer's

Dec 12 2022

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.

eldercare

estate planning

Giving is Important

Nov 07 2022

We are inundated with investment and financial planning articles we should also be focusing on giving and the benefits of that.

This year our office supported 2 initiatives that we want to highlight.

We were again the title sponsor for the Teen Challenge Women’s Golf Tournament in August. Teen Challenge does wonderful with women (and men) who overcome substance abuse addictions.

Generating Investment Returns

Nov 07 2022

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in terms of fees and value.

investment planning

Get Smart Savings Tips

Nov 07 2022

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians¹, how you manage your money plays a key role in finding and maintaining that balance.

We've curated some savings tips to help ensure you can enjoy your life now while also saving for your future.

financial planning

Estate Plans and Your Children

Nov 07 2022

estate planning

inheritance

money management

What makes a good financial strategy?

Oct 10 2022

When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I get there? How much will it cost? How will I deal with the unexpected? Answering these questions thoughtfully will allow for a more pleasant trip.

retirement planning