January 13, 2020

Do I really need a Financial Need Analysis?

A financial need analysis (FNA) allows you to get a picture of your finances to improve your present financial situation or even start your financial journey […]
January 10, 2020

Life insurance: Do I need it? Am I too young to get it? Should I be worrying about this now? Let’s take a look…

Benjamin Franklin stated that “there are only 2 certain things in this life and those are death and taxes” so why not prepare yourself in the […]
January 10, 2020

Registered Education Savings Plan or RESP, did you know?

According to Statistic Canada, in 2015, 2 054 943 Canadians were enrolled in post secondary education in Canadian universities and colleges. But most importantly, almost 6 […]
May 19, 2015

Flavio Vani of Professional Association of Financial Services Advisors [PAFSA] is on Wealth Professional Canada’s Hot List of 2015.

New financial regulations always spark some reaction in the industry, and so it is the case with CRM2. Quebec’s leading association of independent advisors, the PAFSA, […]