07/17/2026
🌱
We provide independent, fee-only retirement income, investment, & tax planning for clients 55+ who Flat-Fee Retirement Income, Investment & Tax Planners
07/17/2026
🌱
06/30/2026
According to the Institute's June 2026 report, Financial Planning: A Catalyst to Improved Financial Resilience and Financial Well-Being, produced with FP Canada, households working with a planner posted a mean financial health and resilience score of 62.5 as of February 2026, against 49.2 for those without one.
Why working with a planner pays off across every income bracket: report Planner clients also reported stronger financial well-being and savings buffers
06/27/2026
It's one thing to get your financial house in order. It's quite another thing to keep it that way for the duration of your life. We all know how it feels when we clean our home top to bottom. It feels great. But, we also know that within a few weeks dirt will reappear. We know that things will get out of place and we will come to the realization that living is messy and keeping a house clean, neat and tidy requires ongoing work.
Here are some practical steps for keeping your financial house in order:
6 Steps For Keeping Your Financial House In Order It's one thing to get your financial house in order. It's quite another thing to keep it that way for the duration of your life. We all know…
06/26/2026
https://www.hopebeyondaddiction.ca/fundraisers/willislangford
2026 Alberta Men's Centre Golf Classic - Sirocco Golf Please join me in supporting Teen Challenge Canada's 2026 Alberta Men's Centre Golf Classic - Sirocco Golf. It is a great way to make a difference.
06/19/2026
14 questions to ask yourself before making a purchase 🛍️
06/16/2026
06/11/2026
Good luck with this one today 🙃
06/08/2026
💫
06/03/2026
Despite the gap in usage, financial advisors remained the most trusted source of guidance, with 76 percent of Canadians expressing confidence in their expertise, against 64 percent for relatives or family members.
Those who worked with an advisor reported meaningfully better outcomes: 90 percent felt confident managing their current financial needs, versus 70 percent of those who did not.
Only a few of Canadians say they are financially fulfilled: survey Those who worked with a financial advisor were 20 points more likely to feel in control of their future
| Monday | 8:30am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 9am - 2pm |