I got into financial planning because of a cleft lip and palette. I am the first to admit that the story of how I got into this industry isn’t exactly typical. I didn’t grow up admiring the Wolf of Wall Street and ...

Receiving an inheritance can feel like a mixed blessing. It means that someone you love is gone. It also means that someone cared enough about you to want to financially provide for you

What would happen if everything in your life changed, practically overnight? Would you know who to call and how to manage your finances to shift gears quickly enough to land on your feet? Do you know exactly what protections you have in place, and how and when they would kick in?

I recently received a surprising referral from an existing client. My client is in her mid-thirties. I’ve been working with her for several years, and we’ve accomplished a lot together. I

Paying less in fees for your investment accounts sounds like a good thing. Many big advisory firms advertise low fees. But lower fees can come with some surprising costs. Read my latest blog to find out how fees aren’t always as straightforward as they seem.

For many people, buying a home (or income property) seems like an obvious financial goal. But is it really the best decision?

Sometimes the best financial decision isn’t the most obvious. In fact, sometimes the best financial decision isn’t even one you were considering at all. For example: have you considered refinancing your mortgage?

You started out helping friends redecorate their houses for fun. Turns out, you are really good at it. Soon people start telling you “you should charge for this!” and suddenly your hobby has become a hustle.

Do you fear reaching age 75 or 80 and having no way to generate the money you need to live on? This is a legitimate fear, especially if you don’t have a so-called gold-plated pension plan.

Do you have an “impractical” dream? Maybe it’s owning a sportscar or going on a luxury safari. It can feel like accomplishing those dreams is out of reach..

Every day that you are not investing your money is a day of growth that is lost. But you know that already. You even have a certain amount of money set aside in your budget to invest. The problem is, you don’t know where to start.

Do you know exactly how your retirement lifestyle will be affected if: interest rates skyrocket, interest rates plummet, you are off work for a few months, you keep your income property, you sell your income property?

Imagine going to make a disability insurance claim and finding out that you’ve been paying into an insurance plan for years that you can’t actually use. And worst of all, there’s nothing you can do about it.

Your financial plan should give you freedom. Freedom to make life choices, and freedom to change them.

There is so much information out there on financial strategy (including on my own blog!) that it seems like you could teach yourself how to create your own financial plan.

Saving for your child’s education could mean the difference between them accruing student debt they will be paying off well into their 30s or starting their career off in the green.

Have you ever heard the expression that nothing in life is certain, except death and taxes? In fact, even when we die our estates are taxed. All too often, beneficiaries end up receiving far less than what was intended, because the government takes their share. Read my latest blog to learn...

As someone with a disability, you are faced with unavoidable expenses. Getting ahead and saving for the retirement lifestyle you desire can be challenging.

If you are an incorporated business owner, you are probably paying more than you have to for health and dental expenses. Read my latest blog to learn how to pay 8-10%, rather than 30-50%, on your health expenses...

With global health events doubling and tripling wait times for long term care facilities, many people are left wondering if they will be able to get the care they need in retirement...