facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our View

On the latest financial trends and news.


Your Guide to Converting RRSPs to RRIFs Thumbnail

Your Guide to Converting RRSPs to RRIFs

As you approach retirement age, your focus on savings naturally begins to change. You stop viewing that nest egg as a place to store money, and start seeing it as a place to pull money from. For those heavily invested in RRSPs, RRIFs are one of the most popular vehicles to make that transition because it's nearly seamless and the RRIF is a very flexible tool used to optimize your savings and help to manage your spending.

Read More
Creating Your Emergency Fund Thumbnail

Creating Your Emergency Fund

Preparing for emergencies remains an essential part of creating a robust financial plan. It creates a bridge over troubled water that helps us navigate the most difficult times in our lives, making future success more likely. That’s why we always urge our clients to set aside an emergency fund.

Read More
Tax-Free First Home Buyer’s Savings Account Thumbnail

Tax-Free First Home Buyer’s Savings Account

Numbers from Statistics Canada and the Canadian Real Estate Association show the average national home price is more than seven times the average household income. Combined with the recent rise in interest rates, this has made the dream of owning a house much more difficult. To bring the dream back within reach, the government is stepping in with the creation of the First Home Savings Account (FHSA).

Read More
2023 Group Benefits Trends Employers Should Watch Thumbnail

2023 Group Benefits Trends Employers Should Watch

For employers trying to attract talent in this competitive job market, it’s critical to stay up to date on benefits trends. Dialling in your company’s benefits package helps attract and retain employees in a cost-effective manner – often adding desire to your offer without requiring a larger monetary investment.

Read More
A comprehensive insurance guide Thumbnail

A comprehensive insurance guide

Insurance can get tricky fast. Not only are you looking into the future without a crystal ball, you’re trying to do it across a variety of assets and abilities that make up your life. Finding the right balance is hard, especially when you’re dealing with so many options – each with its own small print.

Read More