Budgeting & Financial Planning

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?

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. 

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?

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. 

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

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

The challenge of rising Household Debt

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


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

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

Measure, Report, Review, Reward

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