Articles of Interest

 
 
 

You’ve been asked to be an executor … now what?

What to consider when someone invites you to take on this important responsibility.
 

Seven surprising things you can rent

Save money (and space) by renting tools, bikes, toys and more.
 

Back to basics

Focus on the fundamentals for an investment strategy that’s right for you.
 

Life with pets

Be aware of the costs but thoroughly enjoy the benefits.
 

Life after school

How young professionals can set themselves up for financial success.
 

Women and the financial frontier

Addressing the financial challenges facing women, with tips men can use too.
 

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Head Into Retirement Confidently

Manulife goals-based investing - A program that focuses on the retirement stage of life.

Please contact me for further information on this exciting new program. Let's plan for the "What If's" in life.

 
 

The Health and Wealth Connection

In 2014, Manulife conducted a study to look at how Canadians feel about their personal financial situation and how that affected their physical and mental wellbeing. They've since updated those findings to gain a deeper understanding of the challenges financially unprepared employees face on a daily basis and shed more light on the role poor finances play on their overall mental and physical well-being. Click here to read more, and be sure to take the Financial Readiness Quiz at the end of the article. If you have any questions after reading this article or taking the quiz, give me a call.

 

Cottage Checklist

Click here to learn more.

Sharing a Family Cottage

Click here to learn more.

The Importace of a Will

Click here to learn more.

Acting as an Executor or Executrix

Click here to learn more.