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Finding the Right Financial Advisor: 10 Key Questions

Finding the Right Financial Advisor: 10 Key Questions

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...
Investing Wisely: Choosing Between a Portfolio Manager & a Financial Advisor

Investing Wisely: Choosing Between a Portfolio Manager & a Financial Advisor

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...
How to Invest in Real Estate in Canada

How to Invest in Real Estate in Canada

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....
5 Workplace Strategies for Mental Health

5 Workplace Strategies for Mental Health

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...
How to Reduce Taxes for High-Income Earners in Canada

How to Reduce Taxes for High-Income Earners in Canada

by Benjamin Lewandowski, CFP, CIM | Nov 7, 2023 | Taxes

High-income earners must carefully consider their salary, investment income, and capital gains in a web to reveal how to pay their taxes every year when tax season rolls around. Uncovering tools to reduce taxes is in high-income earners’ best interest. Tax strategies...
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    • About
      • About
      • Meet the Team
    • Services
      • Insurance
      • Financial Planning
      • Group Benefits
      • All Services
    • Resources
      • Tools
      • Blog
    • Advisors
      • Join Our Team
      • Looking to Retire
    • Investments