04/08/2026
Filing your taxes is important.
Planning for them is where real value happens.
The best opportunities don’t happen in April, they happen all year long.
Denny is an independent certified financial planner with over 31 years of experience. Mutual funds are offered through Investia Financial Services Inc.
04/08/2026
Filing your taxes is important.
Planning for them is where real value happens.
The best opportunities don’t happen in April, they happen all year long.
04/08/2026
Filing your taxes is important. Planning for them is where real value happens. The best opportunities don’t happen in April- they happen all year round
04/01/2026
Running a business comes with a lot of moving pieces: your finances shouldn’t feel overwhelming.
Start with the basics. Stay consistent. Build from there.
That’s where real progress happens.
03/30/2026
Diversification isn’t about avoiding risk: it’s about managing it.
By spreading investments across different sectors and strategies, you create a more balanced, resilient portfolio that can adapt through changing markets.
If you’re not sure how diversified your portfolio is, it might be time for a review.
03/26/2026
03/17/2026
Happy St. Patricks’s Day from Bernie ☘️
12/18/2025
Consider contributing to an RESP for a child’s education or an FHSA to help a loved one save for their first home.
✔ No wrapping required
✔ Long-term impact
✔ A gift that grows over time
Sometimes the best gifts aren’t under the tree — they’re investments in the future.
11/21/2025
Do your little ones long to be BIG? 📚 Encourage them in their dreams with an RESP. On top of your savings, you could get up to $10,800 in government grants. 🤩 Psst: Don’t forget to review your regular contribution amounts annually, inflation or not. 😉
Contact me! 👇 https://ia.ca/economic-publications/posts/2024/august/reducing-the-cost-of-post-secondary-education-with-resps
10/31/2025
Happy Halloween from our team 🎃👻 Will you all be joining us for our annual Tiny-Tots Trick-or-treating in ?
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