by Arif Kanji, CFP, CLU | May 23, 2025 | Financial Advisors, Financial Planning
The financial services industry is evolving faster than ever. In 2025, artificial intelligence (AI), robo-advisors, and algorithmic platforms are now deeply woven into how portfolios are built and rebalanced. These tools offer impressive capabilities — instant access,...
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 Monty Souther, PFP®, CFP® | Mar 12, 2025 | Financial Planning, Retirement Planning, RRSP
When it comes to managing your retirement savings, transferring your RRSP or pension to a financial advisor is more than a simple transaction—it’s a strategic move to protect and grow your wealth. Without expert financial guidance, you could face unnecessary tax...
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 Garry Nanninga | Sep 3, 2024 | Financial Planning
Deciding the best way to allocate your hard-earned money can be challenging. For homeowners, a common dilemma is whether to pay down your mortgage faster or invest that extra cash elsewhere. When it comes to raw numbers, the math favours investing rather than...
by Monty Souther, PFP®, CFP® | Jul 4, 2024 | Financial Planning
Personal financial planning is essential for managing your life and planning for the future. While it may seem daunting at first, breaking down the process into manageable steps can help you reach long-term security and the ability to pursue your passions. Step...
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