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Invest Well. Live Well: Ten signs you could be ready to retire

"When can I retire?" and "How much do I need?" are two of the most common questions we hear as we meet with clients. The answer they get, but do not want to hear, is “It depends.

Oct 27, 2021 1:34 PM Read more >

No collateral, no problem: this quick-loan company can lend you up to $1,500 instantly

Online lender Mr. Payday seeks to approve every loan application

Sep 13, 2021 4:09 PM Read more >

Invest Well. Live Well: Teaching your kids about money

Eric and I each have two kids who proudly are the centre of our worlds. As much as we want them to have nice things in life, we feel it is also important to teach them about money and healthy financial habits.

Aug 11, 2021 1:59 PM Read more >

Invest Well. Live Well: The hunt for income and yield

Investors, retirees, endowments and pension plans are often looking for income or cash flow from their investments. This income typically comes in the form of dividends or interest and generates a "yield,” which is expressed as an annual percentage.

Jul 28, 2021 2:06 PM Read more >

Invest Well. Live Well: Investing for a better tomorrow

We often say that to be an investor, you need to believe in a better future. Nowadays, we are seeing companies, institutions, pensions and investors take deliberate action to help leave the world a better place.

Jul 14, 2021 1:18 PM Read more >

Invest Well. Live Well: How do I reduce my estate taxes? (part two of two)

Before the COVID-19 pandemic, we often held client appreciation events, including educational seminars on specific financial planning topics. To date, our most attended session was estate planning and strategies to reduce taxes.

Jun 30, 2021 1:04 PM Read more >

How to create good money habits to get out of debt

Your daily money habits can play a crucial role in paying off your debt

Jun 29, 2021 10:02 AM Read more >

Dearborn Ford welcomes Grover to the GM's office

After 20 years in the auto industry and more than 16 years with Kamloops Ford Lincoln, Justin Grover is coming over to Dearborn Ford as the dealership’s new general manager.

Jun 16, 2021 12:01 PM Read more >

Invest Well. Live Well: How much tax do I pay when I die? (part one of two)

As the old saying goes, “The only two guarantees in life are death and taxes.

Jun 16, 2021 9:21 AM Read more >

Invest Well. Live Well: Seven ways to diversify your portfolio

My youngest son would eat the same thing every day if we would let him.

Jun 2, 2021 4:21 PM Read more >

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