by Benjamin Lewandowski, CFP, CIM | Nov 28, 2025 | Financial Planning
For affluent Canadians, staying informed means curating relevant information that shapes long-term outcomes. Markets shift, tax rules change, and new opportunities emerge before they reach mainstream awareness. Successful investors rigorously filter, think globally,...
by Benjamin Lewandowski, CFP, CIM | Apr 22, 2025 | Financial Advisors, Financial Planning, Investing, Retirement Planning
When securing your financial future, choosing the right financial advisor is one of the most important decisions. Whether you’re planning for retirement, building wealth, or navigating major life changes, the right financial plan can make all the difference in...
by Benjamin Lewandowski, CFP, CIM | Dec 12, 2024 | Financial Advisors, Financial Planning, Investing
Navigating the world of finance can be daunting, especially when it comes to understanding the roles of different professionals who can help you achieve your investment goals. Among these professionals, Portfolio Managers (PM) and Financial Advisors (FA) are key...
by Benjamin Lewandowski, CFP, CIM | Jun 4, 2024 | Investing
Venturing into the world of real estate investment can be daunting, especially for prospective investors trying to find their footing in the vibrant Canadian market. While getting into real estate can seem simple, you can take many different avenues with your money....
by Benjamin Lewandowski, CFP, CIM | Dec 15, 2023 | Group Benefits
Mental health in the workplace is a crucial topic that deserves our attention and understanding. Some people feel shame and distress when they reach out for help, but this is a stigma we’re working on removing. Offering group benefits that include mental health...
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