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In the news2019-03-17T08:39:29-04:00

Five reasons to invest in a Registered Education Savings Plan (RESP)

We were inspired to write this article after reading the article titled What to do when education savings need a boost that was recently published on Assante’s website With average tuition costs at Canadian colleges coming in at nearly $7,000 a year, it’s no wonder that many parents worry about how they’ll pay for the kids’ educations. Certainly, this [...]

Robo advisor vs financial advisor: Which should you choose?

With the advent of robo advisors in the 1980’s it theoretically became easier than ever to invest. The question of whether to use a robo advisor vs financial advisor became one that people concerned with their finances began asking themselves more and more. After all, using a robo advisor simplified investing even if you didn’t have the financial background or [...]

Set up financial goals for 2020 before Christmas | Resolution’s list

Set up your financials goals for 2020 Coming year is nearly upon us. As such, it’s likely that you’re looking to set up financial goals for 2020. And possibly even talking to your financial advisor about your money goals for the upcoming year. Doing so can give you some much-needed perspective on personal cash management, something that many people don’t [...]

What is the 50/20/30 budget rule?

In this article, you’ll shed some light on a practical money planning rule that was popularized by Elizabeth Warren in her book “All Your Worth: The Ultimate Lifetime Money Plan.” Namely, you’ll take a crack at answering the question: What is the 50/20/30 budget rule? My sleeves are rolled up, so let’s begin! Personal finance advice in 2019 can come [...]

Best Retirement Income Strategies That Will Help You for Your Future 

In this blog post, I’ll go over the best retirement strategies you can use that will put focus on building a financially healthy future! As always, should you have any questions or comments, feel free to leave them below or reach out to me via any of my social media networks!   Some might say that your retirement income is [...]

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