4 Tips for a Relaxing Vacation

Published by Tina Abarquez on Feb 16, 2018

It’s that time of year again. Canadians from all provinces and territories are packing their suitcases, escaping the cold grip of winter and heading to sunny destinations in paradise.   Tourists can maximize... Continue reading

6 Financial Resolutions for 2018

Published by Tina Abarquez on Feb 02, 2018

The new year is a time to reflect and improve on ourselves. Many Canadians choose to make new year resolutions and financial goals are usually at the top of the list.    These tips will help you set (and... Continue reading

2017 Q4 Client Update Letter

Published by Tina Abarquez on Jan 10, 2018

An incredible year for market returns and global economic growth In 2017, we saw one of the strongest years for global market returns since the great financial crisis. Global equity markets seemed unaffected... Continue reading

4 Questions to Ask Your Financial Advisor

Published by Tina Abarquez on Dec 19, 2017

Did you know a financial advisor can help you live your best possible life within your personal budget? According to The Investment Funds Institute of Canada, you are more likely to become wealthy if ... Continue reading

Common Investment Myths - And How to Break Them

Published by Tina Abarquez on Dec 13, 2017

Let’s talk about investment myths. Have you started investing yet? If the answer is yes, think about the last time you sat down with a financial advisor and reviewed your portfolio to ensure your investment... Continue reading

3 Investment Tips for Millenials

Published by Tina Abarquez on Nov 29, 2017

Let’s be honest, investing isn’t always easy – at least it doesn’t always seem that way. With so many different options available on the market (from mutual funds to stocks), choosing the best strategy... Continue reading

2017 Q3 Client Update Letter

Published by Tina Abarquez on Nov 09, 2017

Challenges in the quarter This past quarter exemplifies what you as an investor should consider regarding your portfolio. We’ve seen tensions increase in the Korean Peninsula and the Middle East and ongoing... Continue reading

How to Ace Your Student Budget

Published by Tina Abarquez on Oct 31, 2017

Heading off to college or university is a big milestone and a time that's filled with lots of excitement, and anxiety. Just like with most things in life, it pays to be prepared.  Studies have found that... Continue reading

Cheap Halloween Costumes to Save Your Money

Published by Tina Abarquez on Oct 24, 2017

Halloween teaches us valuable financial lessons like budgeting candy, but it’s not all gum drops and lollipops.   A retailmenot.ca survey found that Canadians spent $1 billion on Halloween in 2015. In... Continue reading

Which type of life insurance do you need?

Published by Tina Abarquez on Aug 02, 2017

Choosing the right type of life insurance isn’t always easy and it’s not always something people want to talk about. However, having an estate planning conversation with your family about what happens... Continue reading