Resources
Helpful articles and updates, added from time to time.
How to Get the Most Out of Your First Meeting
A few minutes of preparation before your first meeting means a more useful conversation and a clearer next step.
Do You Actually Have Enough Life Insurance?
Most coverage amounts are guesses inherited from an old policy. Here's a simple way to sanity-check yours.
Questions Worth Asking Before You Choose an Advisor
A short list of questions that help you evaluate any professional you're considering working with, including us.
RRSP or TFSA: Which Should You Prioritize?
Both accounts are useful, but the right order to fund them depends on your income today versus your expected income later.