Today we're going to tell you a story. Not that it could happen to you. These things always happen to other people.
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.
Here is the first thing you need to know when buying a life insurance policy.
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? Not much. Here's why.
Constantly feeling like there's not enough time or money? Maybe it's because you're not recognizing the value of your choices.
Learn about the point of a beneficiary and how naming one can make a big difference down the road.
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!
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.
Since legalization, the insurance industry has changed its view on recreational marijuana. If you're a regular toker, you need to watch this.
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.
Do you feel you can't switch accountants, even if you want to? Here's how to fire your accountant without feeling the guilt.
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.
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.
You're running around, taking care of your business and growing your business in between. What would happen if you weren't there anymore?
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.
You're making a bit of extra money with a side job, but will you be covered if you get hurt?
Since legalization in Canada, there have been changes with insurance and medicinal marijuana. Here is what you need to know about it.
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.
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!
Critical Illness Insurance is the perfect solution to illness concerns. But there are a few things you need to know about it.
You know you need life insurance but don't know where to start? This video will help.
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.
Trying to make your New Year's goals a little more fun? Grab your fun sheet here!
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? It helps you pay for extra expenses you might have if there's an emergency on your trip. From lost bags to accidents.
It can be really temping to save money traveling by not getting insurance. If you're just visiting family, should you buy travel insurance?
It can be temping to try and save a few bucks when traveling. Do you really need to buy 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.
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.
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!
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?
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?
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.
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?
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?
It was when I was told I couldn't see him that I realized something was wrong.
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.
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.