Consumer Insights

Retirement marks a major life milestone, symbolizing the shift from years of dedicated work to a well-earned period of rest…

Retirement Strategies

When it comes to financing retirement in Canada, the analogy of a three-legged stool is often brought up. A client’s…

Consumer Insights

As advisors, it’s crucial to recognize that navigating finances as a couple can be sensitive. Money discussions often evoke feelings…

Expert Advice

Tax season is upon us once again, and with it comes the flurry of paperwork and deadlines. As wealth advisors,…

Expert Advice

A recent research paper, released in the fall of 2023 by the Canadian Foundation for Financial Planning (CFFP) covered seven…

Retirement Strategies

Living with debt is a challenge at any stage of life, but navigating debt during retirement can be particularly daunting,…

Expert Advice

Bank of Canada’s MoveTiff Macklem, the Bank of Canada governor, is becoming as well-known as a rockstar. We hang on…

Expert Advice

For a long time, reverse mortgages have lurked in the shadows of misconception, creating uncertainty among both consumers and financial…

CHIP Insights

Do you have clients aged 55 and above who need help to qualify for conventional lending products? It’s a common…

CHIP Insights

For many Canadians, retirement signifies a shift towards spending more time at home, cherishing the space filled with memories. The…

Financial Planning

Without a doubt, the most frequently asked question I get is: “How do I find the right advisor for me?”….

CHIP Insights

There is so much grandparents want to pass along to their grandchildren. There are the foundational pieces in life, such…

CHIP Insights

In a softer real estate market, savvy brokers will need to expand their product offerings to meet clients’ short-term and…

CHIP Insights

Over the years, I have had the opportunity to speak to many people about their financial and estate plans. It…