Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative


Declutter your life and your finances

For many, spring is a great time to get organized. It can also be about more than just cleaning up your home. It’s a chance to declutter and organize your finances, too, and introduce new habits that can set you up for success.

What’s the best investment option for you?

You’ve scrimped, saved and now you have some money to invest.

So what comes next, and how can you take your money and help it grow over time?

Two of the most popular ways to invest are mutual funds, and segregated funds. Let’s look at both and see what might work for you.

What are they?

The importance of updating your financial advisor after divorce

Going through a divorce is emotionally taxing and it comes with a seemingly unending legal process. Dividing assets and custody agreements typically take priority but updating your will and estate plan are equally as important. Below are three areas that should be reviewed immediately in the event of a divorce.

Why every family should have a budget

Below are four reasons why you should create a family budget…today!

Retirement by design: a guide to early and alternative retirements

What images float across your mind when you think of retirement? Maybe it’s of days with no fixed schedules, free for you to fill with activities that bring you joy. Perhaps you visualize all the places you’ll visit when you finally have the time. What if there was an opportunity to tick off some of your post-retirement life goals now?

6 tips for traveling abroad on a budget

If you were put in a situation where money was tight, what expenses would you cut and what would you keep? Many people start their budget with the essentials: rent, groceries, utilities, car payments, insurance, investments. Beyond that, someone on a tight budget might limit their entertainment expenses, like going out for movies and dinner or buying DVDs or video games.

Buying a vehicle without breaking your budget

Along with rent and mortgage payments, the cost of owning a vehicle can dominate the average Canadian household’s budget. Depending on the price of the vehicle, how it’s paid for (financing, lease or cash) and its fuel consumption, owning a vehicle can cost hundreds of dollars each month – perhaps even more.

Tips to help make the most of your Canada child benefit

If you’re a parent, you know that raising kids is costly from day one. It can be hard to think about putting money aside for their future, or your own, when daily expenses pile up.

A great coach makes all the difference

In many ways, sports are a lot like investing – both your game and portfolio require continued tune-ups for positive results.

Here are some tips to help set you up for success – on the field and in the market.

Hire a great coach

Holiday fun – without breaking the bank!

The holidays – it’s a time for festive decorations, delicious indulgences and happy get-togethers. But despite all the joyous tidings surrounding this special time of the year, the holidays can be stressful – especially when you consider the financial costs associated with entertaining and gift-giving.

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Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

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