Latest Blog Posts
How set up your mortgage to BEST fit your needs
Setting it up right the first time will save you $$$
Common myths about RESPs and why you shouldn't rush it
Prioritizing Your RRSP Over Other Financial Priorities Can be Costly
5 Common Myths About Independent Financial Planners
What is an "Independent Financial Planner"
Being an "independent financial planner" has more to do with how I operate vs. what I do.
The simplest way to help people understand
When leaving an employer, the last thing you're thinking about is the group plan that was in place. People usually rely on a company representative, make a decision, then forget to make changes. Being a corporate employee leaving to build an independent financial advisory practice, I wanted my first article to have a personal touch and to better guide others who were also transitioning during this time.
