Category: Financial Planning

Have you heard about the Tax-Free First Home Savings Account? It’s a new plan that will help first-time home buyers save for purchasing their first home! Whether you’re… – A Teenager looking to get ahead – A parent looking to help out your children – Hoping to buy a home…

Whether you like it or not, you’re retirement could come sooner than anticipated! Health Family Relationships They can all have an effect on your retirement plan. And because I don’t want anyone to have an unpleasant retirement, this week on the Heart of Your Money Podcast, I’ll be talking about…

Ever heard of the Sandwich Generation? It refers to those who are in the position of looking after their elderly parents and their children. Maybe you’re creeping up to it, or perhaps you’re already there. Either way, it’s not an easy position to be in, but let me tell you, there…

Wondering how your financial can help with your finances? Well, it starts with asking this question: Do you feel supported by your financial advisor? And I don’t just mean financially! 💰 A great advisor is someone who takes into consideration your… Career dynamics Family dynamics Emotional dynamics You are so…

  So, your investments are tanking, and you’ve had the urge to sell them? Let’s re-think that!  There are a lot of factors contributing to a particularly volatile market right now, which can make for a scary situation. Luckily, I’ve got a few pieces of advice I want to share…

  In this week’s podcast, we’re chatting mom to mom about motherhood and the realities of financial planning! My special guest, Nicole Putz, is celebrating her first Mother’s Day this year and shares her candid experiences and favourite pieces of advice as a new mother. Join us for a lighthearted…

  Do your investments align with your ethical values? This question plays into the idea of value-based investing – investing in companies that take environmental, social, and governance issues into account. There are a lot of sneaky companies out there that come across as environmentally friendly. However, you have to…

  With the markets going up every year, children are turning to their parents for help with buying their first home. Are you considering helping out your children, but wonder what that will look like? There are a few ways to do it. You can… Co-sign Assist with the down-payment…

  So, you’re about to retire and you’re thinking about what your health benefits plan will look like.  The plan you choose ultimately depends on your needs! Do you need… Drug coverage? Dental? Eyecare? The current plan you have through your employer may be great. But it’s always a good…

  When it comes to investing, there’s A LOT that needs to be considered. Think about these questions… – How are you picking what companies to invest in? – Have you seen their financial statements? – Will they weather the storms of inflation, stock market crashes, etc.? Having a financial…