Life Planning

Life Planning

Careers

When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have…

Leaving Home

Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home…

Children

As parents, it’s our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to…

Power of Attorney

Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck…

Dealing with a Death

Besides the financial ramifications of a person’s death, dealing with all the administrative details and paperwork can be very stressful…

Retirement

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire…

Disability

Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their…

Self-Employment

Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having…

Divorce

For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long…

Unemployment

Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills…

Education

Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created…

Using Credit

Buying on credit is easy. It’s convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if…

Eldercare

Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents…

Wills

A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is…

Home Ownership

Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the…

WE CAN HELP

Without barely a moment’s thought, you would…

Do you ever feel like life is too automated?  Maybe…

You have worked all your life and saved for…

After years of living the “rat race”, you are looking…

First you were putting on their diapers. Then you…

LIFE STAGES

If you are just starting out, it’s easy to…

You get home from work, your spouse is…

You are more experienced now, your bank account is…

During the last market downturn, retirees who…

Running a single-person household has a unique..