Lianne Di Rocco with Global News - February 7, 2024

Lianne was featured in a Global News article talking about a recent BMO survey and how millennials are saving for retirement. 

Click here to read "Is retirement realistic for millennials? Why they say they need to save more"

Lianne Di Rocco on Global News - January 31, 2024

Lianne was featured on Global News to discuss retirement for Canadians. 

Click here to watch and read the article. 


Jamie Keenan on BNN Bloomberg - December 22, 2023

Jamie was featured on BNN Bloomberg's "The Close" to discuss the First Home Savings Account and how parents and grandparents can help young Canadians get their start in purchasing their first home. 

Click here to watch.

Lianne Di Rocco in the Globe & Mail - September 5, 2023

Lianne Di Rocco was featured in an article from the Globe & Mail.

Click here to read "How to navigate the financial repercussions of moving kids to private school".

Meet the Team! - March 28 & 30, 2023