29 Nov
Featured | Money

Four steps to building financial resiliency into your investing journey

James MacTavishNovember 29, 2023

For many new and experienced investors, it can be challenging to invest and work to achieve financial goals while managing the rising costs of daily life. However, developing certain behaviours and processes in relation to your money can help you stay on track as well as build your financial resiliency. These steps hopefully mitigate stress and help you weather the storm of rising costs.

November is Financial Literacy Month, a time when Canadians are reminded to strengthen their financial knowledge and resilience. The following four steps can help you become more financially resilient.

1) Practice financial self-awareness

When times are tough, ignoring your...

29 Nov
Featured | Money

Fix it? Or leave it?

Debra MolzanNovember 29, 2023

These are important questions that a homeowner should consider before spending thousands of dollars that might not make a difference.

It is true that the younger generations have high expectations and seem to prefer a home that has been updated. Just remember that an older home has character and a modern flair might not work. You can spend time and money renovating but where does it stop?

If you have minor repairs that you have been putting off for years, this might be the time to call in a handyman. Major updating such as replacing flooring or adding a granite countertop can...

1 Nov
Money

Tips for becoming a better investor

James MacTavishNovember 1, 2023

October marked Investor Education Month, a time when Canadians are reminded to strengthen their investment literacy. Whether you are a new or experienced investor, refreshing yourself with our top tips and the fundamentals of wise investing can help you avoid...

25 Sep
Money

Hello New Adventures!

Debra MolzanSeptember 25, 2023

Hello New Adventures! Autumn is the season of change. It can also be a time of reflection and a time to plan for your future. What type of lifestyle would you like? More time to travel, perhaps meet new friends. Is...

22 Aug
Money

Know your limit and invest within it

Yibin YuAugust 22, 2023

Understanding the level of risk you are willing and able to take with your investments is critical to your success as an investor. All investments come with some degree of risk; the higher the potential return of the investment, the...

28 Jul
Money

The benefits of using a certified financial planner

Alberta Securities CommissionJuly 28, 2023

For new and experienced investors, your financial plan is one of the most essential elements of your investing journey. A financial plan is a document that outlines your current financial circumstances, your short, medium and long-term goals and the steps...

30 Jun
Money

Adult only communities

Debra MolzanJune 30, 2023

Throughout Alberta, there are many condominium complexes specifically built and designed for adults. They are typically apartment and villa-style housing developments. Residents can enjoy a sense of community with the amenities, community rooms and social activities that many of these complexes offer. During...

7 Jun
Money

Naming a Trusted Contact Person: Why it Matters

James MacTavishJune 7, 2023

At some point in life, we may experience a decline in health or cognitive capacity that could result in difficulty making financial decisions independently. Unfortunately, relying on the help of family members, caregivers and friends can increase the risk of...

26 May
Money

How are you going to pay?

Debra MolzanMay 26, 2023

This is a question that most people consider before spending money on a purchase such as buying groceries, a vehicle or even shoes.  Surprisingly, this is a question that many seldom think about when considering one of the most expensive...

29 Apr
Featured | Money

When is the best time to move?

Debra MolzanApril 29, 2023

The real estate market typically heats up during the spring months. In the past, this means more buyers are looking to purchase properties. But wait a minute! Everyone’s situation is unique. Not all homeowners or home buyers pick the spring...

31 Mar
Money

Aging in the “Right” place

Debra MolzanMarch 31, 2023

The “Golden Years” are how my parents referred to their retirement years. There comes a time in life when we all should be thinking about our future. You might be in the same situation. So often it is family members,...