We just spent a blissful 4 days in the North Okanagan. A fantastic break from the busy city. The question we were asking ourselves was … Where do we want to live? There are obvious pros and cons. The big city has employment options and career opportunities. Scrumptious restaurants and lots and lots of stores. […]

If I have a budget, why do I need a financial plan? This is a common question.

Big decisions. Whether you are applying for your first mortgage, selling and buying, renewing or making a change to your existing mortgage it can be nerve wracking. The following are the main decision points with respect to mortgages:

Planning holidays and weekends away is fun. It’s something I’ve always enjoyed doing. It’s a little more challenging these days with two constraints: Kids Budget

Do you ever take a look at your budget and compare how much you allocate for essentials compared to non essentials? Most people spend between $120 and $250 per month per person on food. Compare this to how much you spend on a hobby or interest such as photography, reading, crafts, sports (yoga, hockey or […]

If you’re interested in simplifying your finances, it’s worth taking a look at what’s in your wallet. How many different cards and pieces of paper do you keep handy? Most things fall into 1 of 4 categories: Cards – Bank, credit, loyalty and identification Receipts Cash Reminders