Saving Incentive in One Illustration

Picture this: A tug of war battle between two people. The two combatants are both you- your present self vs future self.  Often, we allow the present self to win. It is stronger, in control and highly motivated. The tug of war might be about money, time, food or exercise. Personally, I often have the… Read more »

Astra Client Spotlight

Client spotlight features our clients and their words so that we can gain more insight and learn from each other.   Meet Astra member, Bev. She retired last year and we are loving the joy and zest she brings with her in the retirement journey.  We asked Bev a few questions:   What is something… Read more »

What Not To Do When You See A Bear

With 2018 taking a toll in the markets, I thought I would share with you this piece that I wrote a few years ago. It aligns with our theme for 2019…. staying the course. Each year my family and I head west for our annual camping trip.  Fernie was one of our destinations a few… Read more »

A Few New Faces at Astra

I’d love to introduce you to the Astra team. They are often the first face and voice you will meet at the office. I can’t share enough how proud I am of them. Many thanks to our staff, Zena  

2018 Year in Review – Your Update

Happy New Year! Our focus is to keep you grounded, informed and confident to stay the course. We don’t take your trust and support lightly and we want to thank you for being a part of the Astra community. Watch the latest video update here:

Gift ideas that promote financial literacy

This holiday season, give the gift that lasts a lifetime -financial literacy. Here are a few ideas to share with family and friends to help promote financial literacy this holiday season.     Five and under:  BOOKS & PIGGY BANK It’s never too early to start children thinking about the concept of money and a… Read more »

Health is Your Greatest Wealth

Last week we had Dr. Craig Herrington join us for our November lunch and learn. He shared with us some valuable tips to living a long and healthy life. His information was too good not to share! Lifestyle Factors to Focus on for Longevity: Consistency over perfection (Now this one I love because it relates… Read more »

A Few Early Tax Tips for 2018

The end of 2018 is sneaking up on us. Here are a few things that you might want to keep in mind: NEW TFSA 2019 LIMIT The TFSA contribution limit for Jan. 2019 is $6,000, up from $5,500 in 2018. With the TFSA limit at $6,000 for next year, the total room available in 2019… Read more »

Staying the Course!

I wanted to share with you our recent client newsletter video that includes a few slides and commentary to the recent market ups and downs. The theme is keep calm and carry on. If you have any questions, or would like to talk about how we take advantage during this time and plan for uncertainty,… Read more »

Celebrity Estate Planning Gone Wrong

When the Queen of Soul, Aretha Franklin, died in August, she left no will or trust. Therefore, her entire estate will be open to the public eye and probably create family fighting over her assets. With an estimated $80 million fortune, one would assume that she would want privacy after her death in regards to… Read more »