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THE EXPERTS
30 Sep 2019

Five Things You Should Know Before Opening A Tax Free Savings Account

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One of the most common questions I get from my clients is about Tax-Free Savings Accounts (TFSA). They are not sure what it is – is it a savings account? Is it an investment account? What is the point of it? Well, blame the government for the poorly named investment product. Let me clear up some misunderstandings about the TFSA, which can be a great vehicle for investing AND saving.

06 Sep 2019

Why An RESP Is A Smart Investment In Your Child's Future

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September signals back to school, and while everyone’s thoughts are on school supplies, new gear, and learning, one thing is often overlooked: investing in higher education.

31 Jul 2019

Finding The Type Of Life Insurance That's Just Right For Your Family

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In the children’s story of Goldilocks and the Three Bears, she had to try out each of the beds to find the right fit for naptime. The same can be said for life insurance, you need to find the right one that fits you and your lifestyle.

11 Jul 2019

Job Hunting With LinkedIn - How To Optimize Your Profile

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LinkedIn is a powerful tool utilized by millions of professionals across the world. Yet, the purpose of this platform is widely misunderstood. A lot of people are under the impression that LinkedIn is just another place to post your resume. A Facebook for professionals if you will. But LinkedIn is so much more.

11 Jul 2019

Put An End To Pesky Collections Calls and Debt Stress

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For most of us, getting a call from a collection agency can be stressful – especially when you’re on a daily check-in list. Just the thought of overdue bills can cause sleepless nights, high blood pressure, and even depression. But there are certain steps you can take to manage the situation and not feel helpless. In Ontario, there is a Collection Agencies Act that must be followed. You can find all of the rules on the Ontario Ministry of Consumer Services website.

05 Jun 2019

12 Financial Tips To Keep More Money In Your Pockets

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No one likes to lose money or get ripped off. It’s why you would be quick to address anyone who tried to cheat you out of a dollar. So, why are you okay with losing money on a yearly basis because of choices you’re making?

02 May 2019

Generational Wealth: How To Secure Your Financial Legacy

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Have you ever wondered how other communities seem to be born into financial stability? They have no problem coming up with the money for a down payment for a home, investment properties, post-secondary education and trust funds for their children once they become of age that then set them up on a stress-free path into adulthood.

01 Apr 2019

Here's What's In The Fine Print Of Your Life Insurance Policy

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It’s the responsible thing to do – get life insurance. Yet many of us don’t do it.

05 Mar 2019

The Taxman Is Coming! How To Hold On To Your Hard Earned Dollars

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It’s almost that dreaded time of year when taxes are due and you’re getting your T4’s and other tax slips in the mail.

16 Feb 2019

What To Do When You Find An Error On Your Credit Report

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What if you find an error in your credit report? First of all, DON'T assume the credit reporting agencies will advocate for you. You may have to be relentless until you have the resolution you deserve.

01 Feb 2019

Why Debt Consolidation Won’t Get You Out Of Debt

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Are you drowning in debt? Looking for someone to throw you a life jacket? Well if someone tosses you the one marked Debt Consolidation, toss it right back. It sounds like a great idea at first. Put all your unsecured debts together – payday loans, credit cards, medical bills - and pay the interest on that one sum monthly instead of on multiple loans.

11 Jan 2019

Dream Team Advice: How to Plan for Your Insurance Needs In 2019

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With a new year comes new goals and resolutions. Maybe a little less sugar, a new exercise regime, or better planning.

07 Jan 2019

9 Ways To Get Your Money Right This Year!

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2018 is in the history books and you’ve got big plans ahead for 2019, right?! This is the year that you’re going to get organized financially, make sure your money is working for you, instead of you working for your money. In my experience as a Financial Advisor, one of the biggest mistakes people make is not doing a financial outlook for the year ahead.

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