May 21, 2021

Taxation of RRSP and TFSA plans

RRSP To find out which savings plan or plan combination is best for you, savers should always consider their own circumstances and aim for rational personal […]
May 7, 2021

Independent advisors, how do we work?

As representatives in mutual funds and exempt markets (Flavio), Flavio and I are regulated by l’Autorité des Marchés Financiers and la Chambre de Sécurité Financière. Our […]
April 30, 2021

3 ways of using your money

In this article, we will look at the main three ways of using one’s money and how to manage it efficiently: Spending Spending is indispensable and […]
April 23, 2021

Protecting your assets…To buy a life insurance product related to your mortgage or individual life insurance?

Buying a home is probably the biggest investment you will make in your life. Therefore, it makes perfect sense to want to protect your assets with […]
April 14, 2021

How to save money when you do not have much

First, you need to understand why you need to build up a reserve. You should always have an emergency fund available and secure at least 3 […]
May 6, 2020

Professional advice is a trustworthy asset

Despite technology-enabled access and a growing range of financial products, product selection and decision making remains complex. While the speed and ease of transaction execution can […]
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 […]
Client Portal