U.S. dollars surrounding a map of Canada

U.S. Tariffs Could Impact Your Retirement

Jeremy Schrader

December 10, 2024

Economic policies like tariffs can significantly affect your financial future, especially as you approach or while you are in your retirement. It's a valuable reminder of how global events can impac...

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Blocks spelling tax with coins stacked on them.

6 year-end tax tips to consider for 2024

Kathryn Olson

December 05, 2024

The end of the year is fast approaching, which means that it’s a great time to sit down with your professional team to review your financial situation and determine what strategies you can use today t...

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Woman balancing on one leg in a field

Why Balance Training Is Essential for Staying Active as You Age

Guest blog by Justin Slimm, Owner/Operator of Simm Fitness

November 29, 2024

When it comes to fitness, balance training might not be the first thing on your list, but it’s incredibly valuable—especially for those wanting to stay active as they get older. Here are some tips to ...

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Worried about money? Here are 3 tips to overcome financial anxiety when investing

This week's guest blog comes from the Alberta Securities Commission’s CheckFirst.ca

November 22, 2024

Inflation, rising cost of living, stagnant wages, and unattainable housing prices have created the perfect storm of financial stress worldwide. Here are steps you can take to build a positive outlook ...

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Happy retired couple in car

10 Secrets the Wealthy Use to Set Their Retirement up for Success

Kathryn Olson

November 18, 2024

The financial success of the majority of people we work with is a result of intentional, strategic, and long-term money habits developed over time to save, invest, and grow their wealth. The good news...

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International diversification: Does it belong in your investment portfolio?

Alberta Securities Commission (CheckFirst.ca)

October 31, 2024

By diversifying, or 'not putting all your eggs in one basket', you can reduce the overall risk of your investment portfolio. But where do you start? And what unconscious biases may be holding you back...

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