2017 Q3 Client Update Letter

Published by Tina Abarquez on Nov 09, 2017

Challenges in the quarter This past quarter exemplifies what you as an investor should consider regarding your portfolio. We’ve seen tensions increase in the Korean Peninsula and the Middle East and ongoing... Continue reading

How to Ace Your Student Budget

Published by Tina Abarquez on Oct 31, 2017

Heading off to college or university is a big milestone and a time that's filled with lots of excitement, and anxiety. Just like with most things in life, it pays to be prepared.  Studies have found that... Continue reading

Cheap Halloween Costumes to Save Your Money

Published by Tina Abarquez on Oct 24, 2017

Halloween teaches us valuable financial lessons like budgeting candy, but it’s not all gum drops and lollipops.   A retailmenot.ca survey found that Canadians spent $1 billion on Halloween in 2015. In... Continue reading

Which type of life insurance do you need?

Published by Tina Abarquez on Aug 02, 2017

Choosing the right type of life insurance isn’t always easy and it’s not always something people want to talk about. However, having an estate planning conversation with your family about what happens... Continue reading

Why Mental Health Matters for Your Money

Published by Tina Abarquez on Jun 19, 2017

Did you know that 1 in 5 people face mental health issues during their lifetime? That means the odds of you, a family member or someone you know being affected by mental health are high. Issues related... Continue reading

Saving for your kids’ education – it’s not too early. It’s never too early.

Published by Tina Abarquez on May 26, 2017

It’s no secret that the cost of sending your kids to college or university is rising – and has been for quite some time. So let me ask you a question, are you saving for your kids’ education and do you... Continue reading

Here comes the sun it’s time to plan your summer vacation

Published by Tina Abarquez on May 17, 2017

Now that we’ve hit the month of May, summer vacation season is just around the corner. For those of you who want to do some traveling this summer but haven’t quite decided where you want to go, I’ve found... Continue reading

Helping your kids increase their financial literacy

Published by Tina Abarquez on Apr 27, 2017

“Since I graduated from high school, not one person has asked me to find the value of X.”   We hear this comment all the time, and it’s generally meant as a joke, but it echoes what many think about our... Continue reading

Baseball's back!

Published by Tina Abarquez on Apr 20, 2017

Major League Baseball’s Opening Day. There’s something about the first pitch of the season that makes it feel like spring is finally here, even if the weather suggests otherwise.   If you’re a Blue Jays... Continue reading

Considering the year began with such uncertainty...

Published by Tina Abarquez on Apr 07, 2017

Considering the year began with such uncertainty, equity and fixed income markets performed exceptionally well in the first quarter. Investors overestimated the magnitude of market volatility that would... Continue reading