Happy holidays from us to you! Learn about our holiday hours and more. by Neal Owen | Dec 18, 2023February 27th, 2024 | General News, NewslettersThe holiday season is one of our favourites, and we’re excited to spend some time with our friends and family celebrating, relaxing, and enjoying... Read More
Are You Struggling with Generational Difference at Work? One Family Has the Solution by Neal Owen | Dec 4, 2023November 8th, 2023 | General NewsToday, older generations are staying in the workplace longer, and it’s estimated that approximately 8% of people over the age of 75 remain in the... Read More
Retirement Planning with a Professional Could Help You Retire with More by Neal Owen | Nov 10, 2023November 8th, 2023 | General NewsAre you still getting your financial advice from a nosy neighbour or from posts written by a friend online? We found this recent article from the... Read More
Welcome, fall! Here’s an update about what we’re up to and some ideas for fully enjoying the season. by Neal Owen | Oct 11, 2023October 11th, 2023 | NewslettersWe look forward to fall here in Ontario all year long because it is arguably one of the most beautiful seasons with the vibrant fall colours and... Read More
Surprising Statistics About How Women Invest by Neal Owen | Sep 27, 2023September 25th, 2023 | General News, Newsletter ArticlesIt goes without saying that investing for retirement and the future is a wise financial step to take, no matter where you are in life, your age,... Read More
Estate Planning: Should You Let Your Heirs Know About Their Inheritances? by Neal Owen | Sep 18, 2023September 15th, 2023 | General News, Tax and estate planningIf you and your spouse are financially comfortable, you may have received the advice to share your inheritance plans with your children well in... Read More