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Latest News & Blog Articles

Awakening to inflation - Solutions For Financial Planning*

January 10, 2022 Investing

Higher prices can chip away at your savings, so position your money to stay a step ahead. Solutions For Financial Planning, Winter 2021*

Market Update - We’ll Get To Our Destination But There Will Be Pit Stops Along The Way

January 10, 2022 Market Updates

The investment landscape during the past couple of years has looked a bit like that of a road trip, complete with detours and bumps along the way.

What is Lifestyle Creep + 4 Ways to Avoid it

January 6, 2022 Budgeting

Especially prevalent amongst young professionals, lifestyle creep is a hurdle many face in saving for their short- and long-term goals.

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process

December 6, 2021 Estate Planning

A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.

Stock Splits Have Made Headlines This Year, But What Exactly Are They?

November 18, 2021 Investing

Apple, Tesla & McCormick all have one thing in common - they announced stock splits this year. Should you take advantage of these more affordable shares? Here's what to consider first.

Market Update: Q3 2021

October 8, 2021 Market Updates

One of the best examples of eternal optimism is author J.K. Rowling’s success story. Her original Harry Potter novel was rejected 12 times before it was published. Despite these setbacks, Rowling never stopped believing in her idea. She was ultimately rewarded for her perseverance, and more often than not, investors are rewarded for their optimism...

Survey Says: 53% of Canadians Don't Know How Much to Save for Retirement. Here's What to Start Doing Differently Right Now

October 4, 2021 Retirement Funding Investing

You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.

Top Cyber Security Tips to Utilize While Working From Home

September 29, 2021 Technology Privacy & Security

If you're working from home, it's important that you utilize cybersecurity measures. These 8 tips can help keep your work secure.

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

September 9, 2021 Technology Health & Wellness

Throughout the pandemic, we spent more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

Marco P. Gil

Portfolio Manager
Financial Planner