Community Matters: The Tenors at RBG

3 May, 2017

Filed Under: Events

On June 4th, The Royal Botanical Gardens invites The Tenors to perform, and I can’t wait! If you ever had the pleasure of listening to them, you will know why I’m so excited.... Read More

A Better World Through Strategic Giving...

11 April, 2017

Filed Under: Financial Planning
Marie Phillips and Betty-Anne Howard

Marie Phillips and Betty-Anne Howard, as you can see, happily attended this conference and learned a lot as a result. We wanted to share some of the lessons we learned within this Advisor friendly environment.... Read More

The Gender Gap in Financial Matters

5 April, 2017

Marie Phillips was interviewed by Rudy Mezzetta at Investment Executive regarding the gender gap in financial confidence and engagement.... Read More

Listen now ...Marie Phillips featured in 680 news!

30 March, 2017

Over this past weekend Marie Phillips, Wealth Advisor, was featured in a radio segment on 680 news.... Read More

International Women's Day: Financial risks facing female investors

10 March, 2017

Marie Phillips was interviewed by Pattie Lovett-Reid at BNN regarding the financial risks facing female investors.... Read More

Women and Wealth: 3 Ways to Reset Your Thinking

8 March, 2017

Women and Wealth

It’s no secret that women today play a significantly larger role as business owners, entrepreneurs or senior executives – much more than they did 50 years ago. It’s an achievement worth celebrating every day, but more so today, as we celebrate... Read More

When a Spousal RRSP Still Makes Sense

3 March, 2017

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contributes to the plan during working years, but withdrawals in retirement are favourably taxed in the hands of the lower in... Read More

RRSP Season is Approaching

13 January, 2017

Filed Under: Financial Planning

The RRSP contribution deadline is March 1, 2017. Generally, people know an RRSP is important when it comes to saving for their retirement, what they might not know is how to get the most out of this investment option.... Read More

Big Bonus, Big Plans

24 November, 2016

Filed Under: Financial Planning

Getting a year-end bonus? Here are some things to consider. Many companies pay annual discretionary bonuses to employees, either at year’s end or in the first few weeks of the following year. You may have been receiving a bonus for years now (possibly...... Read More

Living in a Winter Wonderland

17 November, 2016

Filed Under: Events

A handful of ideas to make the most of winter.   We’re coming off of a beautiful summer and autumn, and there’s no doubt that some of us might be facing down a Canadian winter with a little bit of trepidation. But let’s flip the script and get excited...... Read More

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