Nick & Jill both have day jobs but when you read this you may think they missed their calling to do stand-up comedy. (They are almost funnier than Connor – but keep that just between us!)

All kidding aside, Nick & Jill have done some serious hard work to get their financial life in order. We love to see how having a plan can bring such ease to our clients’ minds. It seems like we suddenly go from our carefree … Read the whole post...

What do donuts and underwear have in common? They both appear in the favourite quotes of this round of Client Heroes!

For most, saving for retirement is the number one money focus. After all, it can be quite a daunting task. Jane and Bob have already taken care of that goal through automatic monthly contributions, but that doesn’t mean they are not interested in making the very best decisions when it comes to their future.

Between balancing favourite splurges, and … Read the whole post...

There are two sides to a coin.

On one side of the coin we’ve got Gail Miller, an Administrative Assistant with a past purse-habit who’s dreaming of happy morning “sighs” where all is right with the world. On the flip side we’ve got a single income, tight budget, and dreams of retirement.

On any given day you can flip the coin. Gail is finding her way and figuring out you can be comfortable with both sides of the coin. 

What … Read the whole post...