1 Nov

Tips for becoming a better investor

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

Hello New Adventures!

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

Know your limit and invest within it

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

The benefits of using a certified financial planner

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

Adult only communities

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

Naming a Trusted Contact Person: Why it Matters

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

How are you going to pay?

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?

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

Aging in the “Right” place

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,...