Budgeting & Financial Planning

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April 12, 2017
Would you risk it all and do it yourself?

Most people do not seek out the professional advice of a financial advisor.  A financial advisor is a professional who gives you guidance on your investments and financial plan. Do you know all the advantages you gain from working with a financial advisor?

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November 16, 2016
Till Death do Us Part

With 1/3 of couples married in 2008 will end in divorce before their 50th anniversary, do you have a plan in place to protect your assests? A prenuprial agreement can help protect your assests should you and your spouse choose to seperate. 

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December 2, 2016
What we can all learn from the Griswolds

Have you purchased new furniture or a TV and took part of the “do not pay till 20XX” or put all of your Christmas gifts on credit, thinking that you will pay them off in January?

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October 25, 2016
New Mortgage Rules Can Decrease your Buying Power

Understanding this new rule and re-evaluating your budget and investments will help you become fully aware of what your new time frame is for purchasing your first home. 

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January 11, 2016
Do your Goals for 2016 fit your lifestyle?

Ensuring your goals for the new year are attainable is a key. Find out the best ways to improve your goals for the new year and to meet them. By Aaron Buchner

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The Family Cottage

When planning "who will get the cottage when I die?" there are some key questions you should ask yourself, your family and your financial/legal Advisors. Doing so and planning in advance will reduce future headache and ensure cottage memories continue to be created for years to come. By Susan Creasy

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The challenge of rising Household Debt

Low cost of borrowing have induced Canadians to splurge on non essentials. By Susan Creasy

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Budgeting

Budgeting is critical at all levels of society from university students, the low income segment to the ultra wealthy. By Susan Creasy

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Seniors build your advisor team version

Seniors should have an advisory team made up of professionals who can co-ordinate the advice given and the recommendations made. By Susan Creasy

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Measure, Report, Review, Reward

Specific measurable tasks will help you achieve your overall objectives and corporate goals. By Susan Creasy