


The Three Certainties
The Three Certainties At the end of the year, things get undeniably gloomy – particularly on the southern west coast, where we like to brag about our summers and lack of snow, brushing aside any mention of the solid six to eight months of grey skies and...
Introducing: Kathryn Mandelcorn
We are thrilled to announce the addition of Kathryn Mandelcorn to our planning team!

What happens if I don’t have a will?
Very few people get excited about estate planning, except for financial planners, and we’re admittedly strange folks. Talking about and planning for the moment of your death is not only dark and creepy but also kind of boring – unless you’re the type who gets...
Is my pension… a pension?
“I have a pension through my employer,” says Tim*, in a recent call. “But I don’t understand it.” If you’re like Tim, you’re not alone. In Canada, we have many different potential sources for retirement income, with all kinds of different names. Pensions can be...