Takeaways from the 2019 Federal Budget

Posted 20 Mar 2019 by Rick Irwin, CFP, CLU

Last night the federal Liberal party unveiled their latest budget and, not surprisingly for an...

Extra Benefits of RRSP contributions

Posted 12 Mar 2019 by Natalie LeBlanc

One of the primary benefits of making RRSP contributions, other than the obvious savings for...

Aging Well: Two Tax Credits That Can Help

Posted 15 Feb 2019 by Patricia Bell, PFP

I’ve fallen and I can’t get up!

Remember that line from an ad a few...

Household Spending Habits: How do you Compare?

Posted 12 Jul 2018 by Natalie LeBlanc

Do you think you spend too much money going to the movies every week? What...

Nova Scotia Down Payment Assistance

Posted 03 May 2018 by Melissa Allan

The 2017 Nova Scotia budget implemented a new Down Payment Assistance Program to help first-time...

New Mortgage Qualification Rules

Posted 03 May 2018 by Melissa Allan

For years, we’ve heard about the Canadian housing bubble and the threat of a potential...

Teaching Your Children to be Money Smart

Posted 11 Oct 2017 by Melissa Allan

One of many things parents have to face these days is the fact we may...

Points can pay off

Posted 19 Jul 2017 by Melissa Allan

Smartphone apps are the new coupons… but so much better!

I must admit, I LOVE...

Pursuing Apprenticeship? There's a Grant for that

Posted 01 Jun 2017 by Natalie LeBlanc

Pursuing a Red Seal designation in your trade can be a great career move, and...

The Canada Child Benefit Overview

Posted 10 Apr 2017 by Melissa Allan

Well it’s been a little over a year now since the Liberal government announced the...

More & More Canadians Dipping into RRSPs Early

Posted 28 Mar 2017 by Natalie LeBlanc

The second “R” in RRSP may stand for “Retirement,” but that’s not stopping a whopping...

The 50-30-20 Rule of Budgeting

Posted 17 Mar 2017 by Natalie LeBlanc

Budgeting your expenses seems tedious or even unnecessary to some, but is a vital practice...

Protect Your Financial Future with a Pro

Posted 06 Jan 2017 courtesy of Advocis

If you have never worked with a financial advisor, you may be asking yourself if...

Taking the Financial Burden out of Christmas

Posted 05 Jan 2017 courtesy of Lorna Maughan

So is it just me who gets to the start of December and suddenly starts...

What is Coercive Tied Selling?

Posted 30 Nov 2016 by Melissa Allan

There is a fine line between trying to earn a client’s business to provide value...

5 Key Questions After a Job Loss

Posted 16 Nov 2016 courtesy of Financial Planning Standards Council

Job loss is one of those life events that packs a whammy, both financially and...

'Til Debt Do Us Part

Posted 22 Jun 2016 by Patricia Bell, PFP

Ah yes, long sunny days, flowers in bloom, warm starlit nights. It’s officially wedding season!...

2016 Budget Update

Posted 01 Apr 2016 by Rick Irwin, CFP, CLU

Yesterday (March 22, 2016), Liberal Finance minister Bill Morneau delivered the first budget for the...

Expected Changes from the New Government

Posted 03 Nov 2015 by Natalie LeBlanc & Melissa Allan

The Federal Government, under new Liberal Prime Minister Justin Trudeau, cited several family-finance-based measures during...

Selecting a Financial Advisor

Posted 09 Oct 2015 courtesy of Dynamic Mutual Funds

There are thousands of financial advisors in Canada, each with their own unique process and...

Why to Check Your Credit History

Posted 13 Aug 2015 courtesy of Dynamic Mututal Funds

If you want to borrow money to buy a home, car or any other big...

Women & Investing

Posted 02 Jun 2015 by Patricia Bell, PFP

Would it surprise you to learn that in Canada, women influence over $1.3 trillion of...

Calculating your Debt Ratio

Posted 19 Mar 2015 by Melissa Allan

Most of us have debt with the goal of becoming debt free down our path...

New Year's Resolution: Save More!

Posted 30 Dec 2014 courtesy of Dynamic Mutual Funds

Your New Years Resolution is a way to commit to improving your well-being, whether it's...

Reign in Your Holiday Spending

Posted 18 Dec 2014 by Natalie LeBlanc

Sticking to a budget isn’t easy, especially at this time of year. Many psychological factors...

First Time Home Buyers' Plan

Posted 30 Oct 2014 by Rick Irwin, CFP, CLU

The first time Home Buyers’ Plan (HBP) is a program where the government allows you...

Cutting Debit Card Costs

Posted 16 Oct 2014 courtesy of Dynamic Mutual Funds

Canadian consumers are in love with their debit cards. In fact, over $156 billion was...

It's Okay to Say "I Can't Afford It"

Posted 25 Sep 2014 by Melissa Allan

I was having dinner with family one weekend, chatting about back to school activities and...

Be Careful When Lending to Family

Posted 22 Sep 2014 courtesy of Dynamic Mutual Funds

A colleague of mine recently found his 30-year-old daughter living back at home. A nasty...

Common Law vs. Marriage

Posted 11 Aug 2014 by Melissa Allan

It seems more common in recent years that people don’t enter legal marriages and instead...

Signs of Financial Abuse

Posted 29 Jul 2014 by Natalie LeBlanc

When you spend your lifetime building up your wealth, the last of your worries should...

Debt Freedom

Posted 14 Jul 2014 by Natalie LeBlanc

Breaking free from personal debt is more difficult today than for past generations. But homeowners...

Improving your Cash Flow

Posted 30 Jun 2014 by Melissa Allan

I often hear people talking about cash flow and how expensive things are, myself included!...

The Grey Divorce

Posted 20 Jun 2014 courtesy of SunLife Financial

Ending a marriage when you’re past 55 presents unique challenges, especially when it comes to...

Why Pay Yourself First

Posted 06 Jun 2014 by Natalie LeBlanc

All too often we allocate our “saving” dollars to whatever happens to be leftover at...

Watch Out For Identity Theft

Posted 06 Jun 2014 courtesy of Dynamic Mutual Funds

Identity theft has become one of the fastest growing crimes in North America. There are...

Reverse Budgeting

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

In today's busy world, there are many conflicting demands for one's financial resources. Meeting the...