Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative


Top tips for preparing to sell your home – on a budget


Moving can be costly, so make sure you’re prepared with these tips when getting ready to sell your house

Make the most of your travel savings

Vacation planning tips to help you maximize your travel time and money.

If you’ve got the travel bug, chances are you’re already considering ways to save for your next adventure. With multiple responsibilities, it can be hard to ensure all the pieces of your financial picture are working together to help you meet your goals.

Golf tips to line you up for financial success

Investment lessons you can learn from the game of golf.

With golf season upon us, you may be looking for ways to enhance your game for the year ahead. In many ways, golf strategy is a lot like the principles of investing. If you have a love for the links, then you’ve already got a head start on how to manage your investments effectively.

Protection from the unexpected

The risk of getting a life-threatening illness is very real. That’s why you need a plan.

When it comes to cancer, heart attack or stroke, you may think: “That couldn’t happen to me.”

But the truth is, the risk of experiencing a life-threatening illness is very real. Did you know:

Avoiding the wedding-day wallop – costs to consider when planning your big day

In 2014, the average Canadian wedding cost a whopping $31,685. But that doesn’t mean you need to break the bank on your big day. Here are some ideas to keep costs in check before you tie the knot.

What's the plan?

Disability Insurance – The Basics

Disability insurance, which is income replacement when an individual is unable to work, is one of the most unappreciated offerings of the financial services industry. Most people still believe that a debilitating disease or injury won’t happen to them, and if it does, they can handle it.

The Effectiveness of compound interest

Regular contributions to your group retirement and savings plan can help work hard for you. Any growth on your contributions is reinvested; it's called compounding interest. It can help make a huge difference in your savings or retirement plan.


Why Critical Illness Insurance is Important

Heart attack, cancer and stroke; we all know someone affected by these. When you contract these illnesses recovery becomes your full time job. Without protection financial stress can impact your recovery.

Having critical illness insurance can take the financial stress off the table.

Are you worried how inflation can effect your financial security?

If this is something you are worried about contact your financial security advisor. They can help you plan ahead and take steps to keep your savings on pace with inflation.


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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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