COP26: ESG and Climate Change Capture the Market’s Attention

In early November, we saw world leaders gather in Glasgow for the COP26 conference to discuss climate change and create proposals for tackling climate change. This conference has continued to push more climate change and ESG/Sustainable Investing Fur...

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Mortgages and Housing Market in a Rising Rate Environment

Over the last few years, the Canadian Housing Market has increased significantly and many Canadians have locking into all-time low mortgage rates. As rates rise over the coming two years, there will be a profound impact on your personal finances base...

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Retirement planning lessons from the FIRE movement

The dream of retiring early is nothing new, however in recent years it has gained traction as a growing trend in the investment world, coined as the Financial Independence, Retire Early (FIRE) movement. Participants of the movement set the staunch go...

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ESG and Sustainable Investing

Over the last few years, we have seen a shift in corporations and industries worldwide incorporating social responsibility and the environment into their corporate philosophy and policies. This trend has permeated into the financial sector and has be...

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An Introduction to Cottage Succession Planning

For many Canadians, summer is a time for long Friday night drives out of the city, warm days by the dock and cool nights by the fire. As the temperatures rise, the whole country dives headfirst into cottage season. A cottage is a place I want to pres...

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Has the Pandemic Shifted Your Priorities? Time to Adjust Your Financial Plan Too

There is no question that the challenging events of the last year have had people all over the world reconsidering their priorities. After months of quarantine and isolation, we’ve all had ample time to contemplate the parts of our old life we took f...

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The Psychology of Money – Spending & Saving

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Looking at Long-Term Care for Your Aging Parent? Consider These Three Factors as Their Power of Attorney

As our parents get older, one of the most important familial responsibilities we have to consider is elderly care. While we all hope to live a life without extra assistance, health problems often arise in old age and when they do, you want to be prep...

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Which Lockdown Spending Habits You Should Keep and Ditch in 2021

As we enter the new year, many people are excited to leave 2020 behind and start fresh, but as we look to the future, there are a few things we can learn from the past. After a year spent in-and-out of lockdown we learned a lot about our spending hab...

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Four Considerations for an Early Retirement in 2021

Retirement is a professional and personal milestone that involves considerable planning and preparation. The decision to retire is not one to be taken lightly and depends not only on your personal preference to stop working, but also relies heavily o...

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