The Financial Consequences of Getting Sick   Shopping for insurance can be similar to shopping for a car with all the available options. This process is not so thrilling, but certain insurances are necessary for your financial security.   Most people…

You might think it’s strange that a financial planner would recommend a blog titled “Why your financial plan sucks”.  But honestly, I agree with everything Joe says. For example, a plan that is short and easy to follow will have…

I wrote a blog in the spring about cash flow (income minus expenses) and explained a simple way to figure out what you spend every year. However, another equally important number to know about in your financial picture is your…

 How much money you do spend every month? Can’t answer that? Does it concern you? Join the club and read on. Budgeting, tracking expenses – or whatever you want to call it – is a daunting task for most…

Trudi St Marie from Zavitz Insurance is a strong supporter of funding research to find a cure for Duchenne. Her cousin’s son Louie, who is currently 4 years old, was diagnosed with the disease. It causes a degeneration of his…

The last thing any of us want is to burden our families. We use different types of insurance as a means to protect our families – and ourselves – from financial hardship. So what happens when we die? Who is…

Many young families find it hard to make ends meet. You might not be earning your full income yet, and if you add a couple kids to the mix things can get tight fast. So how do you decide where…

I met with a client last week who just finished medical residency. He is in quite a bit of debt from medical school, has a mortgage and is finally making money. He came to me and our in-house financial planner,…

Terry was asked to speak at this year’s LHSC Allied Professionals Breakfast. Check out her video where she speaks about planned giving.

    When you’re sick, do you call your doctor? When you need financial advice, do you call an advisor? There are so many times when we want to do it ourselves. I’m a sucker for that. Why pay someone…