Planning and Advice

Looking for a trusted partner who can help you see the bigger financial picture? Whether you're wondering if you're making the right household budget decsions, are thinking of buying your first car or home or want to start saving for a vacation home or retirment, we're ready to help.

No obligation, no strings. Just sound advice from financial professionals who put you first.  


Get Smart With Your Money

Whether you’re just getting started, or fully engaged in your quest for more information, our expert articles will help shed light on your financial planning questions.

Why Track Your Spending Habits? The little things add up – quickly. How much are you spending on snacks or parking? Before you know it you’ve spent hundreds of dollars with very little to show for it. By tracking your spending over 2-3 months, you start to see trends and habits. Learn more.

How Do You Build a Financial Plan? If you don’t know where you are, or where you want to go, will you know how to get there or when you’ve arrived? Completing this financial planning exercise produces a financial plan snapshot to help get you started. Learn more.

What is Your Net Worth and What Does It Mean? Today, a positive net worth can sometimes be a challenging goal to reach. Understanding your own personal net worth and the reasons behind it will help you improve your financial position. Learn more.

Want to Build Your Savings Faster? Understanding your financial position will offer you a sense of how much you can save. Find tips like paying yourself first and spending less than what you earn, along with helpful calculators to get you on track to building your savings faster. Learn more.

How Can You Pay Down Debt Sooner? Canadian consumer debt has climbed to record levels. Make this the year you take steps to get a handle on your debt load. Find tips to get you started. Learn more.

Investing 101 Are you ready to start thinking about investments? Find some questions to consider, like where you can find the money to invest. Answering these questions will help you determine what kind of investment strategy works for you now and in the future. Learn more.

Ten Questions to Ask Before You Meet with a Financial Expert When you take the step to set up an appointment with a financial expert, there are ten questions you should ask yourself to prepare for the meeting. Answering these questions will help you accurately describe your financial situation. Learn more.

Personal Balance Sheet Capture a snapshot of all of your assets with this easy to use personal balance sheet sample template. Learn more.

Household Budget Worksheet Download a sample monthly budget worksheet to help you track your spending. Learn more.  


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