Mutural Funds and Segregated Funds provided through Desjardins I believe helping clients achieve their goals takes careful planning.
Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial
07/06/2023
https://youtu.be/cPF2AyF_Juo
Great video on Reverse Mortages
Qualifying For A Reverse Mortgage - How Much Can You Get? You may have seen those TV Ads saying 'up to 55%' - but what does that really mean? How much can you actually with a reverse mortgage? And what are the rev...
03/18/2022
Here to Help: How to Use Automation for Energy Savings Anything that you can do to avoid wasting energy is worthwhile. Here's 3 simple tips.
03/17/2022
Tips for Long-Term Investors in Volatile Markets Volatility exists, and because of that, investors must develop ways to deal with it. This Investopedia article can help you do just that.
03/16/2022
Don’t Blame Putin (Yet) for High Inflation Inflation will go from bad to worse once the effects of Russia’s invasion are reflected, but there are other factors that will bite even if the conflict ends soon.
03/15/2022
How to Make a Wine Country Getaway Family Friendly California’s Sonoma County may be one of the country’s great wine-and-dine destinations, but it’s also surprisingly kid-friendly. Just ask Charlie Brown.
03/14/2022
This Is The Best Kept Secret In Retirement Planning & It’s About To Make Retirement More Expensive & Complicated It is the second largest cost in retirement but rarely considered or planned for. The rising cost of transportation, particularly fuel prices, may now require transportation costs to become a major factor in retirement planning and lifestyle choices.
03/13/2022
How Travel Rules Are Easing Around the World Travelers are finding fewer vaccine and testing requirements to enter many countries. Here’s what to know about the latest changes.
03/12/2022
How Paper Money Saved the Union Desperate for funds during the Civil War, the U.S. government made ‘greenbacks’ legal tender and changed the future of finance.
03/11/2022
Why the gas price surge is an economic threat The average Canadian household spends a paltry amount on gasoline, amounting to less than 5 per cent of total purchases in a typical year. Even so, gas prices have a strong grip on the consumer psyche.
03/10/2022
Investors See Bullish Signals Under the Stock Market’s Surface Many investors see reason for optimism when stocks from different corners of the market rally simultaneously. Such moves hint at the underpinnings of a durable advance.
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