A Financial To Do List

Jan 13, 2020 |Katie McIntyre
For me a day doesn't pass by without a list being written. I feel more organized using lists and I feel successful ticking items off the list! Successful people tend to work off to-do lists with a strong determination to complete each item on the list...
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2020 Handy Financial Planning Facts

Jan 06, 2020 |Katie McIntyre
Happy New Year and welcome to 2020, a new decade! We hope you had a wonderful holiday celebration with family and friends! With a new year comes new and updated information and we’ve attached a 2020 Handy Financial Planning Facts to be a quick reference...
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The Importance of Portfolio Rebalancing

Nov 18, 2019 |Katie McIntyre
A disciplined strategy on rebalancing starts with consistent annual reviews. With market fluctuations the asset mix that was initially decided on tends to drift. Our focus is to review annually for the optimal mix and account for any tax implications...
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We need to talk about capital gains and losses versus the Lifetime Capital Gains Exemption (LCGE)

Jan 31, 2019 |Sarah Timm
In my experience with financial planning, it seems one of the most misunderstood topics is that of capital gains and losses, in particular where the Lifetime Capital Gains Exemptions (LCGE) fits into this conversation. I often hear varying interpretations...
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