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Do you need a financial planner?

These questions may help you decide if you need professional financial advice. Do you have the time to attend to your financial affairs? Are you confused about conflicting financial advice from several sources? Do you feel you are paying too much tax or that you are...

Retirement Planning: 7 Keys to Success

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving. Keep these 7 principles in mind when...

Local Volunteer Opportunities

I would like to highlight a few of the local organizations I am involved with that you can support too. Seniors Connect Seniors Connect is a collaborative project focused on reducing the social isolation of adults age 55 and over in Nanaimo through participation in...
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