Accelerating your journey to a mortgage-free life

While there isn’t a magic formula for eliminating mortgage debt overnight, taking a thoughtful and strategic approach can put you on the fast track to paying off your mortgage and enjoying the financial freedom that comes with it....

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Think retirement planning is for later? Think again.

If you’re deep in the demands of a growing career, retirement planning might feel like something you can deal with down the road. But the most powerful retirement plans are built early on, when your habits, income, and opportunities are still grow......

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When a key person leaves: Preparing for the unthinkable

Every business has people who are impossible to replace overnight. But what happens if one of them suddenly leaves?...

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Designing your future paycheque: A smarter look at deferred compensation

To make the most of it, you need to understand how deferred compensation works – and how it fits into your broader plan....

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Corporate tax savings: Smart strategies to keep more money in your business

It’s no secret – taxes can be complex. The good news? You have lots of options that can help lower your corporate tax expenses. ...

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Dual bottom-line thinking: Supporting employees while protecting the business

As a business owner, you need to protect the bottom line, but you also want to take care of your people. You shouldn’t have to choose between the two. This is where dual bottom-line thinking comes in....

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Setting up your kids for success: How to build a strong financial foundation from day one

One of the most impactful ways to support your child’s success is by putting smart financial strategies in place early. It’s not just about covering tuition or future expenses. It’s about giving your child the freedom to make confident choices....

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Should you commute your pension? What to know when leaving a job

Leaving a job – whether you chose it or not – often means facing some big financial questions. One of the biggest? What to do with your pension....

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When optimism fades: Why a plan can make all the difference in retirement

The rising cost of living, shifting expectations about retirement, and worry about whether or not savings will last are all contributing to decreased optimism about retirement. The good news? There’s a clear path forward, and it starts with a plan....

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The business sale blueprint: Planning beyond the sale price

Selling your business can be your chance to turn your life's work into long-term security for you and your family....

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