Load Management: Explained

Load Management: Explained

With the acquisition of Kawhi Leonard to the Toronto Raptors, this has become an unexpected piece of household terminology: Load Management. If you’re anything like the fans in my house, you’ve probably mumbled to yourself more than once, “What does that even mean??”. Well, I don’t have answers regarding Kawhi’s play time, but I will offer a primer on another type of ‘load management’ that could help your portfolio make it deep into the post-season!

5 End of year financial planning tips

5 End of year financial planning tips

We are almost in 2019! Here are 5 financial planning tips as we head towards the end of the year to help optimize your situation. While some actions should be done by the end of the year in order to qualify for this year’s taxes, there are some actions that are good practice to do once a year. The end of the year (and the beginning of next year) is a great time to look at it.

3 Reasons Why You Should Hire A Fee-For-Service Financial Planner

3 Reasons Why You Should Hire A Fee-For-Service Financial Planner

There are only an estimated 300 Fee-for-Service Financial Planners in Canada, compared to over 100,000 other financial advisors - the majority working for financial institutions that sell commissioned products.  Even the best of these will be confined to their company's objectives. A Fee-for-Service Financial Planner is hired by you, the client, to create a Financial Plan and to help coach you towards your life goals without the pressure of product sales.