Blog

One of the most discouraging things about the current world is how hard it is to find a reliable expert. Knowing who you can trust has gotten harder even though we live in a world with more information. We are here to help. Here you can find the works of our favourite writers, a few of our thoughts and gain quick access to quality recommendations.
Featured image for “What is diversification?”
September 28, 2021

What is diversification?

Diversification is the practice of not putting all your eggs in one basket. With investing, it means spreading out what you are invested in so you…
Featured image for “What is inflation and what does it do?”
September 28, 2021

What is inflation and what does it do?

Inflation is the general increase in prices over time. This generally happens through the printing of money. As more is created, the value of each individual…
Featured image for “What is investment risk?”
September 28, 2021

What is investment risk?

To help you understand investment risk, here are three angles to view it from. How our industry measures risk.  In finance, the term risk has developed…
Featured image for “My budget is really tight. What can I do?”
September 28, 2021

My budget is really tight. What can I do?

A tight budget can feel overwhelming, and it can be hard to know where to start. To help you think about this, we can simplify your…
Featured image for “Is all debt bad?”
September 28, 2021

Is all debt bad?

No! Think of debt as a spectrum. Some forms of debt are dangerous, but others can actually push us forward rather than hold us back. Here…
Featured image for “What is a cash flow statement? How is it useful?”
September 28, 2021

What is a cash flow statement? How is it useful?

Unlike a net worth statement that provides a snapshot of your financial picture, a cash flow statement reviews your income and expenses to provide awareness of…
Featured image for “What is a net worth statement? And why should I have one?”
September 28, 2021

What is a net worth statement? And why should I have one?

A net worth statement is a zoomed-out view of your financial picture as a whole. It shows you everything you own and owe on a single…
Featured image for “How should I save for a down payment on my first house?”
September 28, 2021

How should I save for a down payment on my first house?

I get a few questions from many people saving for their first home down payment: Should I save it or invest it to achieve my goal…
Featured image for “Does an RRSP make sense for my retirement savings?”
September 28, 2021

Does an RRSP make sense for my retirement savings?

An RRSP is a great savings vehicle for many people, but not all. Depending on your circumstances, there may be a better way to start saving.…
Featured image for “I have a disability and receive the Disability Tax Credit. Are there any other government benefits I can take advantage of?”
September 28, 2021

I have a disability and receive the Disability Tax Credit. Are there any other government benefits I can take advantage of?

Yes! If you are eligible for the disability tax credit, you are also eligible for a Registered Disability Savings Plan, and you should earnestly consider taking…
Featured image for “How much money should I put away for emergencies?”
September 28, 2021

How much money should I put away for emergencies?

As Morgan Housel put it, “the most important part of every plan is to plan on the plan not going according to plan.” A rule of…
Featured image for “How do I get government grants for my kid’s education?”
September 28, 2021

How do I get government grants for my kid’s education?

The federal government offers two grants to children in Canada to fund their education through an RESP account. And you can open an RESP account as…

Let’s work together.

Book Appointment