Options and Opportunities: Pattie Lovett-Reid’s Perspective on Financial Conversations for Couples 

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

Navigating Debt During Retirement with the CHIP Reverse Mortgage

With soaring living costs, managing debt can feel overwhelming—especially for retirees on a fixed income. Traditional debt consolidation options often…

Financial Recovery After Grey Divorce: Rebuilding for a Secure Future 

The topic of grey divorce is increasingly important and relevant.  Statistics Canada reports a significant 80% surge in grey divorce…

Four Things Your Clients Should Know About Their Retirement

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

7 Ways Clients Can Use Their Home Value to Build Wealth

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

Options and Opportunities: Pattie Lovett-Reid’s Perspective on Financial Conversations for Couples 

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