Investment icon Warren Buffett says there’s wisdom in being “fearful when others are greedy and greedy when others are fearful.” 1 He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the …
The recent tremors in the US banking system (collapse of Silicon Valley Bank – SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems. A …
As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries. Below, we will discuss some of the ways that seniors can maintain their …
Canadians have various existing tax reduction opportunities to consider for their own personal situations and one NEW strategy arrives this spring: First Home Savings Account (FHSA). The FHSA has a few unique features versus the already existing Home Buyers Plan. To start, any Canadian over the age of 18 …
Financial independence is an important goal that many Canadians aspire to – but achieving it can feel like an overwhelming task. However, with the right mindset and a few key strategies, it is possible to budget your way to financial independence. We have listed several time-tested strategies below: …
According to a 2022 survey,1 only 35% of Canadians aged 50 and older feel they’re financially ready to retire. Sixty-two percent report being unprepared or unsure if they have the resources. In a similar survey, Bromwich+Smith and Advisorsavvy2 report that 71% worry they will never be able to save enough …
HOW WE HELP
Without barely a moment’s thought, you would…
Do you ever feel like life is too automated? Maybe…
You have worked all your life and saved for…
After years of living the “rat race”, you are looking…
First you were putting on their diapers. Then you…
About Us
We serve individuals, families and businesses in the St. Catharines area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.
Free Consultation
