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Honey, Ethics and Investment – Find out how sweet it can bee!

I love these little guys! Well, as I found out, probably the ones I love are girls! Go figure. All my life I have been curious about things I see all the time but know little about. Of course, girls are included, but bees have always been the coolest little bug I could imagine, naturally the one doing all the work – females, also the ones who sting! Over the years, gathering tidbits of information, always thought I knew lots

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6 Tips to Grow Your Money

Slow and steady wins the race! Getting started and staying the course are “catch phrases” you will hear forever when it comes to investing. Not planting, or sowing means there will never be anything to reap, and not tending or adding to your garden means it will never reach its’ full potential. Stay focused! Investments can be scary at times. A strong financial advisor will help through tough times and encouragement to remain focused on the ultimate goal – retirement

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Mutual Funds : Investing in Cannabis

Due Diligence & How We Work to Minimize Risk The media is full of reference and reports related to the Cannabis industry especially here in Canada.  In any industry there are companies that will prevail and companies that will fail, so who and where should you invest?  In-order-to best serve my clients, I personally attend meetings, seminars as-well-as read reports so I can help my clients make well informed decisions regarding investing.  I want to clear the smoke and help

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High Interest Savings Account or TFSA?

No doubt an advertisement for a high interest savings account (HISA) has crossed your path in the last few months. As of July 23, 2019 I’ve seen banks offering between 2.3% (EQ Bank) and 2.8% (Motive Financial) in interest, which to those earning a measly 1% or less, is a great deal. And while HISAs do have an important role to play in your financial plan, it’s also important to consider when a TFSA would be a better option and/or

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What Happens to Your RESP When You Die?

What Happens to Your RESP When You Die? The first important thing to understand is that the RESP you set up belongs to you (and your joint subscriber, if for example you opened it with your spouse). It does not belong to the person you intend it for (beneficiary), which is usually your own child or grandchild. Secondly, while an RESP can have a named beneficiary, this only means the funds are intended for them when they are eligible to

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