11/07/2018
Are you planning to buy a “retirement” home? More than 1.4 million baby boomers expect to relocate in the next 5 years, which will have a significant impact on the housing market.
Baby boomers are back in the housing market – and it will impact prices: Royal LePage
More than 1.4 million boomers say they plan to buy a house in the next five years, according to a recent survey.
11/06/2018
Having an open discussion with your loved ones about your finances is an important step in the financial-planning process. Check out this article to find out why.
Family meetings emerging as a new facet of financial planning
Telling your family your financial plans before you die gives them a chance to suggest changes, understand decisions
10/12/2018
Natural disasters are hard to predict. Here are 7 tips to consider if you’re forced from your home during an emergency.
How to manage your finances through a natural disaster
How would you handle your finances if you were forced from your home by an emergency or natural disaster? Start with this seven-point checklist.
10/11/2018
Great news! Sun Life’s digital health community is now available. Sign-up for FREE today for special offers and discounts! http://bit.ly/DiscoverSLF
10/10/2018
Do you know how much it will cost for your children to go to school? Check out this calculator to find out how much you’ll need to save. http://bit.ly/8RESP2
10/09/2018
Creating sustainable income that can last for decades takes careful planning. As an advisor, it’s my job to help create a plan that will allow you to live and love your life in . Contact me today!
How to make your savings last well into retirement
Tom Ivaskiv made sure his money would last well into his retirement. Here’s how you can do it, too.
10/08/2018
With the first day of school just around the corner, here are some cost-saving tactics for you to consider.
Expert advice for back-to-school on a budget
Bracing your budget for the impact of back-to-school shopping? Cost-saving tactics from a panel of experts can help make it a softer landing.
10/06/2018
It’s important to understand where your hard-earned is going. Here is a breakdown of the required and additional deductions that are coming off your pay stub.
Understanding the tax deductions on your pay stub | Understanding tax | GetSmarterAboutMoney.ca
By law, an employer must deduct certain amounts from your employment earnings. Learn how these amounts are calculated and what you will pay.
10/06/2018
It’s important to always have a plan. Before you make an RESP withdrawal for your child’s upcoming semester, come see me today to discuss all your investment options.
Make sure you have a plan for withdrawing from an RESP
When the time comes to start withdrawing money from RESP accounts to pay for tuition, books and other costs of a post-secondary education, financial advisers say you need a plan for that too
10/06/2018
Has the Bank of Canada rate hikes affected your personal spending? Investors are betting on at least one more rate hike by the end of this year. Contact me today to learn how another increase could affect you.
Consumers taking latest Bank of Canada rate hikes in stride - BNN Bloomberg
Some 53 per cent of Canadians say rising borrowing costs haven’t had a negative impact on their personal spending, according to a survey by Nanos Research taken earlier this month.
10/05/2018
Looking for a few late-summer vacation ideas? There are many great places within Canada to visit this time of year. Here are a few in time for the long weekend.
20 great Canadian summer getaways
Looking for the perfect family vacation this summer? Here are 20 kid-friendly Canadian summer getaways. Bon voyage!