Kirstin: “How do I get that healthy balance of adult responsibility and 20 something freedom?”

TCM: Finding a healthy balance is a concern of virtually all of our clients. If what was being balanced was the same for everyone this question would be quite easy to answer. Our clients are at various stages of life and each individual or couple has a set of unique values and goals. This is why financial planning goes beyond looking at numbers, running projections … Read the whole post...

You can’t un-do meeting Kirstin Kuka and it’s hard not to be touched by this client hero story. First off, it’s crazy well written, it’s straight from the heart, steeped in simplicity, positivity and authenticity.

Buckle up, this edition will be a day maker!

Where are you from originally?

Originally I am from a little town called Bruno in the heart of the grain belt of Saskatchewan, about 2.5 hours north of here.

Growing up in a small town (like … Read the whole post...

Jesse & Curtis: Will you match our children’s savings for school? Think of the kids!!!!

Thanks for the question Jesse and Curtis! I know someone who will match a portion of your children’s savings for school… the federal and provincial governments! (exciting right?)

The federal government provides a grant called the Canada Education Savings Grant (CESG) for people who contribute to a Registered Education Savings Plan (RESP). Each year the government will provide 20% of contributions up to $2,500 per … Read the whole post...

Each time we write a client hero blog, we all sit back and say “How cool is this? We have cool clients!” And here it is, the first blog of 2016 and guess what? It’s about more cool clients! It’s going to be a good year – yup it is!

So Jesse and Curtis – they take life and all it throws at them straight up with a twist of humour. They are a young farming family doing exactly what … Read the whole post...

Laverne & George: Like many other people entering their retirement years, am I financially able to retire considering the current changes in our economy?  

Thank you for participating as a Client Hero and submitting this question.

Even though you plan on retiring in the near term, the current state of the Canadian economy will have a minimal effect. During your working years there have been numerous changes to the economy. Up to this point in time you have overcome these … Read the whole post...