Getting control of your financial life is one of the most empowering things you can do for yourself” – Rhonda Sherwood CFP, FMA

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Latest News From The Blog

What Does the Second Chapter of your Life Look Like?

  After a number of years in the workforce and dealing with deadlines, demands (and way too much office politics) you are more than ready for an infinite amount of rest and relaxation. You have marked the day on the calendar when you are finally free to enter the mysterious world of retirement and can […]

Are you Looking at Joint Tenancy for Financial Assets? Proceed Carefully

Holding financial assets in a joint tenancy is quite common, and in some circumstances it can make good sense. When bank accounts, real estate, mutual funds, bonds, and securities are owned by a couple, the title is passed to the survivor automatically if one of them dies. (Often, the only legal documentation which must be […]

Tax-free Savings Accounts Make Savings Easier for Canadians

A Tax-Free Savings Account (TFSA), is an easy way to save for your financial goals throughout your lifetime. It can be used to save for that down payment on your first home or maybe to start a new business. Over time your goals may change. Travel, retirement or other life events may become your priority. […]