Introduction to ETFs: The Powerful Investment Tool for Modern Investors
ETFs (exchange-traded funds) are a popular investment option among investors seeking portfolio diversification.
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Andrew Goetz
- May 8
Homeowners' Guide to Savings Accounts: Exploring Your Options
As we’ve discussed in a prior article (See Tax-free First Time Home Savings Account), the Canadian Government has created...
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Cyndy Batchelor
- Mar 20
Protecting Yourself Against Scams
How many times have you received a phone call to have your ducts cleaned, a text from the Revenue Agency or an email claiming you have
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Sarah Chisholm
- Feb 17
Q&A with Cyndy and Sarah - What is my Retirement Number?
At first the concept of a retirement number seems simple enough.
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Cole Seabrook
- Jan 26
Impactful strategies to build wealth over time: Dollar Cost Averaging
Often individuals are asking, “when is the best time to invest”. The answer is simple when the prices are low.
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Cyndy Batchelor
- Jan 13
Critical Illness Insurance – Protecting your Lifestyle
A critical illness is more common than you think. A serious, life-altering illness affects one in three Canadians in their lifetime.
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Sarah Chisholm
- Jan 12
Business Decisions with Return on Investment
As a business owner you are constantly faced with challenging decisions. What expenditures will help your business grow?
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Sarah Chisholm
- Dec 8, 2022
Christmas Giving
The Christmas Season is a time for family gatherings and celebrations, good food and presents.
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Cyndy Batchelor
- Nov 23, 2022
Have a Magical Holiday Season Without Breaking the Bank
By Cyndy Batchelor, BCom Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. As the holiday season...
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Cole Seabrook
- Nov 1, 2022
Is There a Benefit to Getting Life Insurance if You’re Young or Single?
Is there a benefit to getting life insurance if you’re young or single?
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Sarah Chisholm
- Oct 25, 2022
Retirement Planning as a Business Owner
Small and medium-sized Business Owners play a crucial role in the community.
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Sarah Chisholm
- Oct 11, 2022
Business Transition Planning
As we celebrate small business week it is a great time for business owners to start thinking about retirement.
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Cyndy Batchelor
- Oct 11, 2022
Tips for Key Employee Insurance
Many Business Owners operate their business without considering the impact of losing a key employee.
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Cole Seabrook
- Sep 6, 2022
Tax-free First Time Home Savings Account
The Canadian Government is introducing a new investment account to help young Canadians achieve their first-time house purchasing goals.
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Sarah Chisholm
- Sep 6, 2022
Tips from Sarah & Cyndy – Budgeting: A Process
As inflation and gas prices continue to be at historic highs, individuals are turning back to budgeting as a tool to live within their means
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Cyndy Batchelor
- Jul 14, 2022
Tips for Broaching the “Money Talk” with your Parents
Many of us worry about our parents and their well-being but are uncomfortable sitting down and discussing their finances and their plans...
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Sarah Chisholm
- Jul 7, 2022
Start Small, Build Confidence, Meet Your Goals
Typically, as the snow begins to melt, I begin preparing lists of all the amazing things I want to do in the summer.
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Sarah Chisholm
- Jul 7, 2022
Financial Jargon - Round Two
In April, we dove into Financial Jargon, the acronyms used to identify investment accounts such as RRSPs, RESPs, RRIFs, and TFSAs.
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Cole Seabrook
- Jun 14, 2022
Sticking to the Plan
Everyone should have a Wealth plan. Unfortunately, many individuals do not understand the importance of planning or what a comprehensive...
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Cyndy Batchelor
- May 27, 2022
The Wealth Plan
I tend to receive numerous queries for advice and tips from people who need help with budgeting, help to understand certain products
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