Financial advice can make a difference at any age

Let us introduce Matt and Michelle — small business owners in their early to mid 40s. Having almost paid off their mortgage, Matt and Michelle’s accountant suggested they see a financial planner for some guidance on what to do with their surplus funds. Rather than the extra funds just sitting in a bank account, their Read More »

Estate Planning Q&A

What happens if I die without a will? Dying without a Will can be costly and can create added stress for your family at a time that is already difficult. In addition, you risk your estate being distributed according to strict government requirements rather than according to your wishes. This means you may also lose Read More »