Aligning passion and work is something many people aspire to do. Crystal, this month’s client hero, actually does it! She is living her dream as a professional photographer! Crystal grew up in Regina, and now resides in Broadview, Saskatchewan, where she has taken a liking to the small community.

Financially, Crystal admits that she doesn’t mind the smaller mortgage payments in a small town, and let’s be real, who wouldn’t? As a mother, Crystal is driven to provide her daughter … Read the whole post...

Thank you Britt & Rod for participating in our client hero feature and for your questions with regards to investing.

Britt & Rod: What type of investment should someone who is new to investing invest in?

Most of our clients begin by utilizing mutual fund investments. The reason why these products are suitable for beginners is because it provides access to professional fund managers and provides instant diversification. The mutual fund structure will spread each dollar you invest across several … Read the whole post...

Britt and Rod have been financial rock stars when it comes to paying down their mortgage – that is client hero status for sure! A couple with lots on the go, including being shareholders in a growing business, they can teach us a thing or two when it comes to valuing financial security.

Britt and Rod define financial security as being able to retire with enough money, live a comfortable lifestyle and of course sneak in a few trips along … Read the whole post...

Kenna:  Connor and I were talking about life insurance and disability insurance and that has been on my mind for a while. My question is: when is the right time to buy these types of insurance?

Ideally, you would have any type of insurance in-force only one day before you make a claim. Unfortunately, that is just not how life works. Purchasing insurance should become clear after the financial planning process is complete and should also be based solely on … Read the whole post...

Ahhh… September conjures up all those memories: the smell of a fresh box of crayons, crisp new school clothes and the sheer fear of your teacher. (We are just kidding about the last one – just checking to see if you are paying attention!) This month’s client hero would be one of the teachers you fondly remember. I mean seriously, she says the worst part about summer is that she misses the kids – does she have the right job … Read the whole post...