Avoid Financial Failure: Set Goals

Listen Now Are you feeling anxious about your retirement savings? You certainly aren’t alone. As the old saying goes, “People don’t plan to fail, they simply fail to plan.” When getting ready for retirement, losing sight of your target—or never having one to begin with—is an incredibly easy trap to fall into. Let’s look at […]

Starting Out on the Right Track

A wedding day marks the beginning of an exciting journey, but couples often overlook their financial future. As you start this new chapter together, it’s essential to discuss your goals and dreams, incorporating them into a solid financial strategy.

Five Habits Draining Your Finances

Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying “no” can help you keep your hard-earned money.

It Doesn’t Pay to Procrastinate

Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans.

7 Everyday Habits of Wealthy People

When we think of wealthy people, it is easy to picture massive inheritances, incredibly lucky stock picks, or lottery winnings. However, the reality is usually much less glamorous. For most self-made individuals, financial success is not an accident; it is the result of consistent, intentional habits. You don’t need a six-figure salary to start building […]

Protect Your Wealth From Inflation

Have you ever stopped to think about the sneaky little dance happening in your wallet every single day? It’s a constant tango between inflation and purchasing power. Understanding purchasing power is crucial for achieving true financial independence.

Be Prepared For Emergencies & Opportunities

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial obligations and had to find a new job. Jane worked at a small company for many years. When the owner […]

Getting Serious About Savings & Investing

Getting Serious About Savings & Investing

We are now well into 2026 and your New Year’s Resolution about managing your money better may have already been forgotten. As the late Sir John Templeton famously stated, the best time to invest is when you have money! The challenge for most people – with many people just struggling to make ends meet – […]

Government Benefits Can Boost Retirement Income

Government Benefits Can Boost Retirement Income

You might be surprised to learn that every year, thousands of Canadian seniors miss out on government benefits they’re entitled to—sometimes worth thousands of dollars a year. According to recent reports from Service Canada, more than 100,000 older Canadians still aren’t receiving full benefits from programs like the Canada Pension Plan (CPP), Old Age Security […]

Financial Resolutions for 2026

Financial Resolutions for 2026

Give your finances a boost this new year. Here is a list of financial resolutions to help you become better off by the end of the next twelve months: Eliminate personal debt Brad and Angie had fallen into the very common habit of buying lots of ‘stuff’ with their credit cards and soon were carrying […]