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

The Spousal RRSP: a Financial Tool for a Comfortable Retirement

A spousal RRSP is a financial tool where one spouse can make a contribution to a plan opened in the other spouse’s name. Couples can then split income in retirement so that each person has a equal amount. This strategy helps to lower their income tax payable.

Generation Y: Tips for Helping Your Kids and Grandkids Survive Financially

If it seems that there is a constant stream of negative press surrounding Generation Y’s abilities to financially survive in today’s economy, you’re right. They have extraordinarily high tuition fees that continue to climb at a steady pace, home prices in the lower mainland are pretty much unaffordable for most people and retirement – well […]

Are you and your Spouse Financially Compatible?

Merging two lives through marriage is one of the challenges of taking this step in your relationship. It can create a strain on even the strongest bond, especially if finances were not brought up before you said, “I do.” Ideally, both of you should have discussed your goals and expectations about money well in advance […]