Planning and Advice


Planning for your financial future isn't something that happens just once. As your life changes so do your financial needs, situation and goals. When they do, you can depend on us to guide you and keep your finances on the right path.

You’re busy. Are you sure you’re making the right decisions when it comes to your household budget? We can help you figure it out. We focus on your unique situation and goals to help you make smart financial decisions that work for you.  What can one hour with a financial professional do for you? We can help you manage your money right too, and save it for what really matters.

Contact us today to see what our focused approach can do for you. No obligation, no strings. Just sound advice from our financial professionals who are focused on you and your needs.

Expert Articles

Whether you’re getting started, or fully engaged in your quest for information, our articles will answer your financial planning questions.

What Affects My Credit Report?
How is your credit score measured? How does it affect your ability to secure a loan, get a mortgage, or rent an apartment? Learn more.

What’s the Right Way to Use Your Credit Card?
There are lots of common mistakes that are important to avoid if you want to keep your credit history clean. Avoiding these mistakes will also keep you out of debt. Learn more.

Why Track Your Spending Habits?
The little things add up – quickly. How much are you spending on snacks or parking? Before you know it you’ve spent hundreds of dollars with very little to show for it. By tracking your spending over 2-3 months, you start to see trends and habits. Learn more.

How Do You Build a Financial Plan?
If you don’t know where you want to go, will you know how to get there or when you’ve arrived? Completing this financial planning exercise produces a financial plan snapshot to help get you started. Learn more.
What is Your Net Worth and What Does It Mean?
Today, a positive net worth can sometimes be a challenging goal to reach. Understanding your own personal net worth and the reasons behind it will help you improve your financial position. Learn more.

Want to Build Your Savings Faster?
Understanding your financial position will offer you a sense of how much you can save. Find tips like paying yourself first and spending less than what you earn. You will be able to save money with helpful calculators to get you on track to building your savings faster. Learn more.
How Can You Pay Down Debt Sooner?
Canadian consumer debt has climbed to record levels. Make this the year you take steps to get a handle on your debt load. Find tips to get you started. Learn more.

Investing 101
Are you ready to start thinking about investments? Find some questions to consider, like where you can find the money to invest. Answering these questions will help you determine what kind of investment strategy works for you now and in the future. Learn more.

Ten Questions to Ask Before You Meet with a Financial Expert
When setting up an appointment with a financial expert, there are ten questions you should ask yourself to prepare. Answering these questions will help you accurately describe your financial situation. Learn more.

Personal Balance Sheet
Capture a snapshot of all of your assets with this easy to use personal balance sheet sample template. Learn more.

Household Budget Worksheet
Download a sample monthly budget worksheet to help you track your spending. Learn more.