financial freedom

Do you have emergency fund?

A financial plan is a written document that spells out where you are in your financial life, where you want to be, and the investment strategies you will implement to reach your goals. A substantial financial plan should include an emergency fund.

Read more

financial freedom

Taking Baby Steps

As women we are always looking to improve and change the world around us. Sometimes change and growth must come in baby steps, all of which lead to a significant change in our lives.

Read more

The Importance of Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.

Savvy Financial Questions

Gain insight on your financial situation- savvy financial questions to ask yourself.

Tax Deductions to Notice

Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.

Federal Budget 2016

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.