Are you curious about how your net worth compares to the average Canadian?

Check out this easy-to-use tool to find your net worth. https://www.getsmarteraboutmoney.ca/calculators/net-worth-calculator/ If you’re unhappy with > Read More

How to spot an investment scam

Listen to this Podcast How to spot an investment scam It’s quite easy to spot > Read More

Did you know the TFSA limit is going up to $6,000 per year?

Are you currently taking advantage of the TFSA limit… or wonder if you should be? > Read More

I’m honoured to receive Carte’s Brand & Marketing Award this year at our 2018 annual conference.

Post from Kirk Purai, President of Carte Financial: Congratulations to our Brand & Marketing Award > Read More

A Man is Not a Plan and other hard truths.

Charlotte is a single woman who likes the finer things in life. She loves dining > Read More

Read my featured article in LinkedIn’s Must-Read Series on ‘From Resilience to Abundance’

I’m honoured to be a regular contributor in LinkedIn’s new ‘Must-Read Series’. This series allows > Read More

Do you have life insurance with the right features?

Having a death benefit isn’t enough. You need living benefits as well. Whether you already > Read More

How to invest to get $35,000 annually in income

Q: I have recently been made redundant at age 60 and need to generate a > Read More

We all know that women live longer than men. Have you thought about what that means for your financial retirement planning?

The most ignored aspect of retirement planning just might be that women live longer than > Read More

Smart withdrawal strategies for retirees

The advisor-client relationship has typically centred on wealth accumulation, but that will soon change. As > Read More