Confidence comes from being well informed. Here, we share our perspectives on important financial planning topics and provide practical insights that can help you make better decisions about your future.

Can you retire sooner than you think? Let’s find out

We’ve helped hundreds of clients, including many in high-pressure careers, explore whether early retirement is a real option. And often, with careful planning and smart strategies, it is....

Read more

Corporate tax savings: Smart strategies to keep more money in your business

It’s no secret – taxes can be complex. The good news? You have lots of options that can help lower your corporate tax expenses. ...

Read more

Small business, big value: How to offer great benefits without breaking the bank

Attracting and keeping the right people is key to your success—but competing with large companies can be a challenge when it comes to salaries and perks. The good news? You don’t need a big-company budget to offer competitive benefits....

Read more

Dual bottom-line thinking: Supporting employees while protecting the business

As a business owner, you need to protect the bottom line, but you also want to take care of your people. You shouldn’t have to choose between the two. This is where dual bottom-line thinking comes in....

Read more

Have you considered life insurance as an asset class?

If you think life insurance is just about protecting your loved ones, think again!...

Read more

When optimism fades: Why a plan can make all the difference in retirement

The rising cost of living, shifting expectations about retirement, and worry about whether or not savings will last are all contributing to decreased optimism about retirement. The good news? There’s a clear path forward, and it starts with a plan....

Read more

Education savings that work: What every Canadian family should know about RESPs 

One of the most effective ways to prepare for a child’s future is through the Registered Education Savings Plan (RESP) – a uniquely powerful tool for education savings that combines tax advantages with government support....

Read more

Why you need a Will: Protecting your legacy and loved ones

A will is more than just a legal document. It plays a vital role in ensuring your final wishes are respected and your loved ones are protected. Let’s explore why having a will is so important....

Read more

RESPs: Unlocking opportunities beyond traditional higher education

If you're a parent, you need to know about the secret weapon that can help your kids chase their dreams, whether they're aiming for a university degree or a career in the skilled trades: the Registered Education Savings Plan (RESP)....

Read more

How offering workplace benefits can benefit your business

For many employees today, a job is more than just a paycheque....

Read more