Steps in Financial Planning and Questions to ask yourself?

When establishing goals and objectives and gathering relevant financial information for the financial planning process, it's important to ask insightful questions to gain a thorough understanding of your situation. Here are 10 great questions...

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April 2023 market update

For the month ending April 30, 2023...

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Keep calm and invest wisely

From the lingering economic effects of the pandemic, to the ongoing war in Ukraine among other events, we’ve seen many ups and downs in the market. You might worry how this volatility will impact your financial plans....

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How to prepare financially for a recession

A recession impacts all aspects of the economy, including savings and investments. It can also lead to higher rates of unemployment, which could affect your daily finances. A financial plan can help you through times of uncertainty...

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Canada Pension PLan at 65 or 70?

While many think of CPP as an income stream, I believe envisioning it as an investment account holding a 25-year high-interest rate GIC can lead to better decisions in terms of when retirees should elect to start receiving the pension....

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7 easy ways you can stretch your grocery budget

Grocery costs continue to rise, but these small changes can help you stretch your budget....

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How to manage the cost of living in Canada

Many Canadians are feeling the effects of rising inflation in the form of more expensive groceries, higher interest rates and rising gas prices....

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Highlights of the 2023 federal budget

How the 2023 budget may affect your financial plans...

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Your money is safe in Canadian banks

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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Life insurance beneficiaries in context of Separation

Here is a well-written article discussing the naming of beneficiaries and the issues that may arise on the death of a supporting ex-spouse. ...

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