06/27/2025
With the advent of AI, fraud is becoming more easily perpetrated by scammers posing as someone else. Manulife's link does a great job of informing where online risks might be found, how to avoid these risks, and what to do if you become a victim.
Protect yourself from fraud | Manulife Canada
Protect your identity from fraud with Manulife ID. Learn to recognize scams, report fraud and leverage secure networks.
06/23/2025
https://www.manulifewealth.ca/advisors/en/viewpoints/investor-education/how-to-navigate-your-first-home-purchase
How to navigate your first home purchase | Manulife Wealth
With the stakes so high, it’s important to approach a first home purchase with careful planning and a good understanding of up-front costs, insurance, and affordability concerns.
12/27/2023
While 2024 isn't quite here yet, the remaining days of 2023 are a great time to plan for the coming year. So, while you might be settling in to enjoy a Team Canada World Juniors hockey game or US College football bowl game, your mind might wander to your next vacation destination. Here's a short list of some other worthy focus points for 2024. Feel free to reach out if you'd like to have a financial coach alongside to help you plan and prioritize for 2024.
5 Financial Goals for the New Year
Start the year off right by getting started on these five top financial goals.
12/07/2023
This post is for those of you who have time on your side - 20, 30 or even 40 years until retirement. Sometimes referred to as the 8th wonder of the world, compound interest can be your best friend if you're an investor/saver or your worst enemy if you're in debt. If you're an investor, compound interest is the result of putting your money to work and can be a worthy ally over the years.
If you're the recent beneficiary of an inheritance or severance payment at work, consider the boost that these monies can provide for future you if you invest the monies and let compounding do it's magic rather than spending it today. This short video offers some great insight into the power of compounding.
The power of compound interest
A timeless strategy that can help your savings grow.
12/06/2023
How about you? Are your retirement plans on track?
Are Canadians Delaying Retirement?
Between inflation and increased costs of living, some Canadians are delaying retirement. Here, we look at the economic factors prompting these delays.
11/11/2023
GIC rates are looking pretty attractive these days but here’s a thought - if you’ve been considering the purchase of a bank GIC, why not instead buy shares in the banks? Have you seen the dividend yields on the banks lately? Curious? I’m happy to help you understand why this might be a great choice and opportunity for you. Feel free to reach out.
06/12/2023
Are you looking for ways to potentially create income from your stock portfolio? A covered call strategy might be the answer.
What is covered call writing? - Option Matters
Among the easiest strategies to grasp and execute, options investors must learn the logic behind covered call writing strategies and have a risk management plan.
06/11/2023
Say goodbye to paper and you could win $5,000!
Your chance to win one of three $5,000 prizes by going paperless.
12/17/2022
Nearing retirement and wondering whether you should start CPP now - or delay until you're actually retired? Your decision has financial implications and the attached article offers valuable insights. As a financial planner, I can help you make a more fully informed decision as to the path that might be best for you.
Demystifying the Canada and Quebec Pension Plans - Solutions For Financial Planning*
You’ve been contributing for years, but do you know what you’ll get? Solutions For Financial Planning, Winter 2022*