Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

Blog

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.

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.

Secure your family’s legacy

Help your family understand the value of getting organized early on so wishes are understood and carried out according to plan.

https://www.youtube.com/watch?v=20GoCCa61OA&feature=share

Does a 21 year-old need life insurance?

By taking it now, you can lock in a lower premium rate for life

Start The RESP Conversation Today

As a parent, you want the best for your children – including a good education. This video shows how setting up a registered education savings plan (RESP) for them early will help expand their canvas with financial support for a post-secondary education.

https://www.youtube.com/watch?v=5bIzVBQPgv4

 

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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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