The Family Talk You Need To Have
Today we're going to tell you a story. Not that it could happen to you. These things always happen to other people.
Preparing for a Financial Review
Watch the video and use our list to gather your financial information and prepare for a financial review with your Financial Planner or Money Coach.
Getting Your First Life Insurance Policy
Here is the first thing you need to know when buying a life insurance policy.
Making An Emergency Fund When You Don’t Have The Money
64% of Canadians have an emergency fund to cover three months of expenses. If you want to be a part of that group, there is one change you can make to build an emergency fund when you don't have the money.
How Much Does A Financial Planning Professional® Spend On Her Wedding?
How much does a Financial Planning Professional® spend on her wedding? Not much. Here's why.
The Value of Time & Money
Constantly feeling like there's not enough time or money? Maybe it's because you're not recognizing the value of your choices.
Should I Name A Beneficiary?
Learn about the point of a beneficiary and how naming one can make a big difference down the road.
How to Separate Your Finances After a Breakup
The breakdown of a relationship is a stressful event. You're trying to navigate your new life as you're tying up the loose ends of your old one. Here are some of the financial aspects that you won't want to miss!
5 Steps to Stop Emotional Spending
Do you find you spend more money on bad days? Then, you stress about the money you've spent, and create this cycle of stress and spend.
Here are 5 steps to break out of that habit.
Can I Get Insurance If I Smoke Marijuana in Canada
Since legalization, the insurance industry has changed its view on recreational marijuana. If you're a regular toker, you need to watch this.
Spring Clean Your Paperwork
Does spring cleaning make you think of new beginnings or want to run? The most difficult part must be figuring out how to organize paperwork.
I’m Scared Of My Accountant
Do you feel you can't switch accountants, even if you want to? Here's how to fire your accountant without feeling the guilt.
The 123’s of Getting Your Finances in Order
Do you feel like you have your finances in order or are you winging it? Rather than getting trapped in the cycle, we'll walk you through how to get your finances in order.
Surviving Coronavirus in Canada
Feeling uneasy or maybe a bit scared by what you're hearing in the news right now? Knowledge is power, so let's talk about what you have control over.
Why Mom-preneurs Need Life Insurance the Most
You're running around, taking care of your business and growing your business in between. What would happen if you weren't there anymore?
What Is Disability Insurance?
There’s a type of insurance that’s painfully underrated. I’ve never understood why. It can save your life – or at least your lifestyle.
What If I Get Hurt At My Side Hustle in Canada?
You're making a bit of extra money with a side job, but will you be covered if you get hurt?
Can I Get Insurance If I Use Marijuana Medicinally?
Since legalization in Canada, there have been changes with insurance and medicinal marijuana. Here is what you need to know about it.
What are My Life and Health Insurance Options?
Are you confused about your life and health insurance options? Personal Insurance doesn't need to be confusing. We break it down for you here.
Government Benefits for Self-Employed Canadians
When you leave the 9-5 world, you leave behind a lot of securities that come with it. There are a few important things you need to know about it!
What is Critical Illness Insurance?
Critical Illness Insurance is the perfect solution to illness concerns. But there are a few things you need to know about it.
What You Need to Know About Life Insurance
You know you need life insurance but don't know where to start? This video will help.
How to Save Money Without Making More
How do you save money when struggling to make enough as it is? Here are a few ways you can save money without making more.
How to Make 2020 New Year’s Goals Fun
Trying to make your New Year's goals a little more fun? Grab your fun sheet here!
Your Christmas Budget Cheat Sheet
Christmas is busy and budgeting isn't fun. But, and especially if lowering stress and self-care is a priority in the new year, this is a necessity.
What Does Travel Insurance Cover?
What does travel insurance cover? It helps you pay for extra expenses you might have if there's an emergency on your trip. From lost bags to accidents.
Should I buy travel insurance if I’m just visiting family?
It can be really temping to save money traveling by not getting insurance. If you're just visiting family, should you buy travel insurance?
Do I Need Travel Insurance?
It can be temping to try and save a few bucks when traveling. Do you really need to buy travel insurance?
What to Know Before Buying Travel Insurance
Adventure has a chance to go sideways, and that’s what you’re here to prepare for. It’s not super complicated, but there are a few things to know before buying travel insurance.
When Should You Get Life Insurance?
Have you ever had a genuine question for a sales person but didn't ask to avoid the sales pitch? That's what we're addressing here.
Common Mistakes to Avoid When Making a Claim
There are a few common mistakes to avoid when making a claim. 8+ claims in the last 4 years has taught me some lessons that I'm here to share with you!
Being Grateful Is Good for Your Health
Mindset is a huge topic of discussion lately. Especially for productivity and happiness! But, what if having a grateful mindset is good for your health?
What Happens When You Apply for Life Insurance?
The Insurance process can seem intimidating when you’re not sure what to expect! From questions about your finances to personal health questions and tests. How does the process work?
3 Easy Savings Plan Tips for Beginners
Today I'm sharing the 3 tricks we've been using to make saving easier. It's helped us get out of some tight financial spots and helped us go on a 3 week vacation to Australia! I hope they work for you too.
Save the Planet From Your Office
Going green is good for business! Maybe you can’t be committed as a mason jar of trash for your office but what other ways could your company go green?
What Should I Know About Mortgage Insurance?
Mortgage Insurance helps you pay off your mortgage if you pass away and maintain your payment if you aren't able to work for a period of time. But who should you buy it through?
Why I Want You To Get Disability Insurance
It was when I was told I couldn't see him that I realized something was wrong.
How to Know if You’re Talking to the Right Insurance Agent
There’s one simple mistake that a lot of us make when we start looking into an insurance policy – we think insurance agents sell all kinds of insurance.
What Is Insurance For?
Insurance covers a loss.To keep this simple, there are 2 kinds of insurance: one covers people and the other covers things. We're talking about people.
Free Self Care
I do one thing for myself a day. What's shifted most for me is daily mindset - I'm more inspired! Here are 20 ways to practice Free Self Care.