Life is a journey and figuring out how to make smart financial decisions at various stages of your life is easier with the help of a wealth advisor. Creating wealth often begins with smart saving, but to grow it efficiently requires mindful investment of those savings through the right channels to achieve your specific goals. Wealth management is about tailoring a personalized wealth strategy to map out the long-term plan to inform and guide these important decisions.

Are you cyber safe? It’s not just about protecting yourself, but also keeping yourself informed and educated for a safer future. October is Cyber Security Awareness Month, which means it’s a great time to learn or freshen up on your cyber security knowledge. Get Cyber Safe has information and resources to keep you educated on cyber security, here’s some helpful tips:

From streaming platforms to meal kits, subscription services promise convenience and exclusivity while quietly draining your bank account. The average consumer spends over $200 a month on subscriptions, often without realizing it. According to a survey done by Hardbacon (a personal finance app), Canadians, on average, pay for eight recurring subscriptions each month.

When trying to get ahead, lots of people ask themselves, “Should I save my money or invest it”. The answer? It depends on your current financial situation and goals.

Summer is the perfect time to unwind and explore new places, but travel expenses can add up quickly. Fortunately, there are plenty of ways to enjoy a well-deserved getaway without draining your wallet. Here are some suggestions to keep it affordable – and local!

Studies have found that many Canadians who travel within Canada, but outside of their home province, don’t purchase travel insurance. Many assume their provincial government or employee health plans will cover everything, but that is not always the case.  

In today’s rapidly shifting economic landscape, planning for retirement has become more complex than ever. With fluctuating markets, rapidly evolving policies from the United States, and an unpredictable global economy, it can be difficult to figure out what your next move should be. 

Canada's 2024 income tax filing deadline is April 30, 2025. While there is still time, it's always best to be prepared and get all your pertinent documents together. This includes T4s, T5s, or any other income records, including self-employment income. Certain financial products such as a First Home Savings Account (FHSA) or Registered Retirement Savings Plan (RRSP) may be eligible for inclusion as well. 

The process of switching your mortgage may seem daunting, but with the proper research and preparation, it can be a smooth and beneficial process.