Tag Archives: Financial Education

Have you Planned for Digital Assets?

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https://youtu.be/J0FUFOvEzDs If you haven’t accounted for your digital assets in your will or another document, you’re not alone. This is often overlooked when planning an estate. Digital property can be broadly categorized as either personal or financial. Personal assets can include social media accounts, photo and video collections, blogs and personal websites. Digital financial property […]

Strengthen Your Financial Literacy Upon Retirement

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https://youtu.be/b0pemMFeqWs Wealth planning doesn’t retire when you do, it just changes. Now financial life is largely about making the most of the wealth you’ve accumulated. You’ll be learning about new rules, products and strategies that involve a broad range of financial considerations. Fortunately, your expanding financial literacy doesn’t have to happen all at once. You […]

Financial Planning: In your 60s

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As you approach the milestone of your 60’s, it’s essential to engage in comprehensive financial planning to make the most of your hard-earned savings and investments.  We will guide you through the critical aspects of financial planning in your 60s, offering insights and actionable advice to help you navigate this important phase with confidence. Finalizing […]

Help your child purchase a home with an FHSA

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https://www.youtube.com/watch?v=pwkxcp9Hkqk Today’s housing market remains challenging, leaving many first-time home buyers hard-pressed to come up with a down payment. So, quite often, parents or grandparents want to help out. As of April 1, 2023, a new avenue has opened to help fund a down payment: the First-Home Savings Account (FHSA). Although you can’t contribute directly […]

Prepare your children for financial responsibility

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Did you know Canadian youth rank among the top in the world for financial literacy? Every three years, the Programme for International Student Assessment (PISA) conducts a survey among 15-year-old students in 20 countries. In the most recent results, Canada tied for second place. One key finding of the survey is that students who talked […]

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