Recent Posts

What is the First Home Savings Account (FHSA) and is it right for you?

Did you know you don't have to be a first-time homebuyer to open an FHSA? Here are eight tips to learn about the registered savings account.

Are you a first-time homebuyer?

Planning for the costs of home ownership.

Invest in yourself: Tips on saving and building strong financial habits for your post-secondary years

Finance author Noah Booth shares his advice on how to help keep your finances in check.

It's that time of the year again... Year End Tax Planning!

 November 12, 2019 |Wendy Chung

As the year end is around the corner, it’s that time of year… Christmas carols, shopping bonanza, and our team’s favourite topic – Year End Tax Planning!

Read more

The Wealthy Barber on why a DIY approach for executors is often unwise

 August 02, 2019 |Wendy Chung
“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?” Read full article One of Canada’s best known and trusted voices in personal finance, David Chilton shares the benefits of using...
Read more