Lots of people have savings but many don't have investments, what's the difference?

RESPs are one way to help prepare for your family's future.
Every child is different, so we plan for the
"what ifs".

WANT A QUICK WAY TO KNOW IF YOU HAVE ENOUGH PUT AWAY TO RETIRE?

Add up your investments, look at an average rate of return for the type investments you own.

Example GIC's 2%,……..

🏦 Regular Savings Account
This is where I keep any money that I plan to spend in the near future, such as a new laptop or Christmas gifts.

🚨Emergency Fund Savings Account
I keep 3 months of living expenses tucked away in case of emergencies like an expensive car repair.

💰 Tax-Free Investing Account
This is where I keep all of the money that I won't need to use for at least the next 2-4 years to grow tax free.

🧓🏻👵🏻Retirement Savings Account
Here I keep money I won't use until I retire.

This is one of the best ways to invest over time. You simply invest the same amount of money through an automatic

Frequently asked questions #6 - What type of clients do you work with?

SERIES: FREQUENTLY ASKED QUESTIONS
#5 - WHEN DO I HAVE A CAPITAL GAIN
AND WHAT IS AN ACB?
(THIS IS FOR NON-REGISTERED ACCOUNTS ONLY)

SERIES: FREQUENTLY ASKED QUESTIONS #4

Do you still accept a cheque?

WHAT IS A TFSA (TAX FREE SAVINGS ACCOUNT) ?

We have clients that have heard the name, but most people don't know exactly what it is. A common question around our office is "What is a TFSA?"

We truly appreciate your testimonials 🥰

What is an RSP?

We love what we do, and we love to
make the complicated easy to understand
I get A LOT of questions regarding types of investment plans. People will come in..

SERIES: FREQUENTLY ASKED QUESTIONS #1 WHAT ARE YOUR CREDENTIALS?

I am a Certified Financial Planner. 2022 marks my 21st year as Certified Financial Planner. Although I've been in this business for 25 years now, 21 Years ago

National Dental Care Program 🦷