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Just like we purge our cupboards and closets during Spring cleaning to make our day- to-day life more manageable, your client can now organize their debt in a way that makes their monthly budget far more manageable. So, go on and share this Debt Consolidation Calcula tor with your clients and help them pave the...
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It’s certainly important to have financial objectives in mind. But just like sports, your client needs to understand where those goal posts are in order to score those important financial goals. Take a moment today to share this Savings to Reach a Goal Calcula tor with your client and help them get started with a...
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Inflation Rate in Canada
Inflation Rate in Canada: How it works and How you can Calculate it Canada’s inflation rate increased to 3.6 per cent in May, the fastest pace in a decade, Statistics Canada says. This CBC Article confirms what we’ve all been noticing https://www.cbc.ca/news/business/inflation-may-canada-1.6067484 “Huge jump from a low bar” 3.6% in Canada (June) Cost of shelter...
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Planning for retirement is an ongoing process that evolves as you move from one life stage to the next. But as complicated as this may sound, retirement planning involves just three simple steps that we can work through together to ensure the best results for you and your family. Watch this short video to learn...
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The issue at hand is that the Canadian health care system is not equipped or built to meet the demand of seniors at this growing rate. The system struggles, taking care of the elderly and their ongoing and complex health issues. . Approximately 75-80% of Canadian seniors’ report having one or more chronic condition
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If you’re a business owner, insurance can provide not only protection but also opportunity when it comes to growing your business. Life insurance policies can protect shareholders and their family members, the corporation itself, and key persons to the business. And, it can also enhance the cash flow to the corporation by assigning the policy as...
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Here is a list of 6 habits you can easily add to your life that can help you be more prudent with spending and ultimately help you live a more financially stable life.  By integrating these 6 habits and a 3 step plan, Set Realistic Goals, Become More Productive and Develop Discipline you will achieve...
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Here’s what you need to know about the 2021 Federal Budget for individuals and business owners, including extensions to Covid-19 related government support.  The 2021 Federal Budget tabled by Finance Minister Chrystia Freeland on Monday, April 19, 2021, contained several proposals that will impact the financial, tax and estate plans of Canadians. The attached is...
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Buying a home is one of the most important transactions you will ever make. Watch the video below for seven tips that will simplify the process and help you make the right choice:     We would be happy to help you update your financial plan for this new stage of your life. Please feel free to...
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