Estate Planning

How to Avoid Beneficiary-Executor Conflict

Posted 21 Nov 2019 by Natalie LeBlanc

The passing of a loved one is already a difficult experience to go through. Add in an unknown...

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Investments

Market Watch: October 2019

Posted 18 Oct 2019 by Rick Irwin, CFP, CLU

The third quarter of 2019 has seen an increase in volatility after a strong first half of the...

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Investments

Is the "Trade War" Really About Trade?

Posted 01 Oct 2019 by Rick Irwin, CFP, CLU

It’s no secret that one of the main reasons for investors’ increasing jitters over the past year has...

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Investments

Will Cannabis Investments go the way of Yahoo?

Posted 28 Sep 2019 by Patricia Bell, PFP

Do you Yahoo? Are you (like me) old enough to remember this slogan from the mid 90’s? It...

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Insurance

Why You Should Rethink Mortgage Insurance

Posted 10 Aug 2019 by Lorna Maughan

For a lot of us the first mention of any type of insurance could be when we sit...

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Investments

Market Watch: July 2019

Posted 25 Jul 2019 by Rick Irwin, CFP, CLU

After a difficult close to the year, stock markets globally rebounded sharply in the first half of 2019,...

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Investments

What is Socially Responsible Investing?

Posted 25 Jun 2019 by Rick Irwin, CFP, CLU

Part of the job of a financial advisor is to stay on top of trends in the investment...

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Debt/Finances

What Does Your Money Mean to You?

Posted 24 May 2019 by Natalie LeBlanc

Money is a tool. How you spend it, how you save it, and what it means to you...

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Retirement Planning

How Inflation Affects Your Retirement

Posted 03 Apr 2019 by Natalie LeBlanc

You’ve certainly noticed groceries don’t cost what they used to. Neither did your house, or car, or the...

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