A personal approach to investingJul 30, 2018Kelly Waterhouse Money SenseFuture SenseCommon SenseIt starts with a simple conversation with a Wealth Advisor. It's not scary. It's not complicated. It might even be fun. Let's chat.... Read More
How to manage your finances as newlywedsJul 23, 2018Sana & FaisalMoney SenseFuture SenseCommon SenseManaging your finances as a newlywed can be a scary. Travel couple Sana and Faisal from Two's A Party share money saving advice they learned by speaking with Financial Advisor, Susanna.... Read More
How to recognize and overcome debt problemsJul 10, 2018Mathew LajoieMoney SenseFuture SenseCommon SenseHow to identify debt issues, and the strategies to help you get back on track.... Read More
If you love anyone at all, make a WillJul 06, 2018Doug CarrollFuture SenseFamily SenseCommon SenseAs to when someone should have a Will, my longstanding response is that if you ARE an adult, then BE one and make a Will - Here's some reinforcement.... Read More
Making downsizing in retirement work for youJun 21, 2018Doug CarrollMoney SenseFuture SenseCommon SenseDownsizing may be intended to release tied-up capital to supplement retirement income, but how much becomes available depends on circumstances.... Read More
Si, si, si – Translating YES into your financial planningMay 18, 2018Doug CarrollMoney SenseFuture SenseCommon SenseFor many people financial planning may feel like learning another language. There are new concepts, and time required to master how and when to apply them.... Read More
Three quick ways to boost GIC returnsMay 07, 2018Mathew LajoieMoney SenseFuture SenseCommon SenseMaximize returns with one of your safest investment options... Read More
How I’m planning on improving my relationship with… moneyApr 24, 2018Madelyn ChungMoney SenseFuture SenseCommon SenseUp until very recently, I’ve had a weird relationship with money. I mean, it’s a pretty taboo topic, especially when it comes to personal finances, and one of those things that’s often not discussed among friends and peers. ... Read More
Steps to a healthy financial futureApr 03, 2018Randy CameronMoney SenseFuture SenseCommon SenseKnowing about your finances gives you the power to plan accordingly and overcome financial issues.... Read More
Managing a seasonal businessApr 03, 2018Shaun AdamsMoney SenseFuture SenseBusiness SenseThere are all kinds of seasonal businesses – beach hotels, fruit stalls, ski and surf shops – but what they have in common is that during the year they’ll go through both busy and quiet times. Learn some some strategies to make the most of the whole year. ... Read More
Millennials’ top 3 financial priorities - Pay debt, own home, fund retirementApr 02, 2018Doug CarrollMoney SenseFuture SenseCommon SenseMillennials’ top 3 financial priorities are to pay down debt, own a home, and fund retirement - but first you need to have a plan, and start saving. ... Read More
Spousal loans – A tax strategy for investors in a low-interest economyMar 21, 2018Doug CarrollMoney SenseFuture SenseCommon SensePrescribed tax rate on spousal loans goes from 1% to 2% on April 1st. Learn about and lock-in these low rates, and you could keep them for the life of the loan. ... Read More
Your tax refund – Saving is the way to pay yourself back, over and overMar 20, 2018Doug CarrollMoney SenseFuture SenseCommon SenseYou can splurge a bit with your tax refund, but if you really want to give yourself a treat then save smartly to give yourself the gift of a comfortable future. ... Read More
Why women must save and invest differently than menMar 16, 2018Doug CarrollMoney SenseFuture SenseCommon SenseWith longer life expectancy and differing financial challenges, women need to plan their saving and investing differently than men. ... Read More
Who else wants to invest in financial markets without risk?Feb 27, 2018Mathew LajoieMoney SenseFuture SenseCommon SenseCapitalize on the growth of major corporations with the comfort of a guaranteed principal.... Read More
Women and money: Five things to knowFeb 26, 2018Kelley KeehnMoney SenseFuture SenseCommon SenseWhether by choice or by design, women face more challenging financial circumstances than men. When it comes to women and money, what five things do they need to know?... Read More