4 Questions to Ask Your Financial Advisor

Published by Lisa Bower 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 you meet with your financial advisor on a regular basis...

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Common Investment Myths - And How to Break Them

Published by Lisa Bower 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 strategy is still aligned with your goals. If...

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3 Investment Tips for Millenials

Published by Lisa Bower 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 can be overwhelming. That’s where the assistance...

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2017 Q3 Client Update Letter

Published by Lisa Bower 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 drama from the United States. You’d be forgiven...

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How to Ace Your Student Budget

Published by Lisa Bower 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 those who have a strategy for financial health save...

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Cheap Halloween Costumes to Save Your Money

Published by Lisa Bower 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 fact, the Halloween industry is so large that it can...

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Which type of life insurance do you need?

Published by Lisa Bower 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 after you’re gone can help them be financially prepared...

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Why Mental Health Matters for Your Money

Published by Lisa Bower on Jun 19, 2017

Did you know that 1 in 5 people face mental health issues during their lifetime? That means the odds of you, a family member or someone you know being affected by mental health are high. Issues related to mental health can come in a variety of forms such...

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It’s no secret that the cost of sending your kids to college or university is rising – and has been for quite some time. So let me ask you a question, are you saving for your kids’ education and do you know how much it truly costs to send your children...

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Here comes the sun it’s time to plan your summer vacation

Published by Lisa Bower on May 17, 2017

Now that we’ve hit the month of May, summer vacation season is just around the corner. For those of you who want to do some traveling this summer but haven’t quite decided where you want to go, I’ve found a few ideas that might interest you. Summer in...

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