Jesse & Curtis: Will you match our children’s savings for school? Think of the kids!!!!

Thanks for the question Jesse and Curtis! I know someone who will match a portion of your children’s savings for school… the federal and provincial governments! (exciting right?)

The federal government provides a grant called the Canada Education Savings Grant (CESG) for people who contribute to a Registered Education Savings Plan (RESP). Each year the government will provide 20% of contributions up to $2,500 per … Read the whole post...

Each time we write a client hero blog, we all sit back and say “How cool is this? We have cool clients!” And here it is, the first blog of 2016 and guess what? It’s about more cool clients! It’s going to be a good year – yup it is!

So Jesse and Curtis – they take life and all it throws at them straight up with a twist of humour. They are a young farming family doing exactly what … Read the whole post...

Laverne & George: Like many other people entering their retirement years, am I financially able to retire considering the current changes in our economy?  

Thank you for participating as a Client Hero and submitting this question.

Even though you plan on retiring in the near term, the current state of the Canadian economy will have a minimal effect. During your working years there have been numerous changes to the economy. Up to this point in time you have overcome these … Read the whole post...

This is the perfect picture to capture where George and Laverne Straub want to be when they retire – travelling the world!

And of course, hanging out with the grandbabies! They have worked hard, raised a family and now it’s time to let those retirement dreams loose as they contemplate their next phase: retirement. They are excellent examples of a hardworking family, both government employees who understand so well that to be of service is the backbone of our province.… Read the whole post...

David: How do I plan to provide for my family while still doing the things I love or be able to do the things I love when I can no longer work?

David, thanks for being a client hero! The personal finance section of the newspaper often discusses how people are spending too much money and taking on too much debt. What is usually not considered is the fact that some people save too much and there are consequences of … Read the whole post...