Recent Articles

Audio Version Have you ever stopped to think about the sneaky little dance happening in your wallet every single day? It’s a constant tango between inflation and its inseparable partner, purchasing power. The truth is, …

Audio Version Sally has been working for the same company for over twenty years. About a year ago, she was given a new group benefits booklet because her employer had switched insurance companies. Like most …

Audio Version Hey there! If you’re gearing up for retirement—or already enjoying it—you might be wondering how to make your hard-earned savings stretch as far as possible. It’s a huge milestone, and no matter how …

Scams Targeting Canadians

If it feels like everyone you know has received a suspicious text or a weird phone call lately, you’re not imagining things. Fraud is booming in Canada. Back in 2020, Canadians lost around $165 million …

Small business owners need a specialized Financial Strategy

Business owners have to contend with many facets of financial management, business accounting, cash-flow management, and capital acquisition. The one area of financial management that often goes unheeded or is placed on the back-burner is …

Good question. Many retirement income planning tools use a percentage of income to determine an income need in retirement and then calculate an amount needed to provide that income. People with similar incomes often have …