Our Blog

Read our latest articles and case studies to learn how we help our clients save on investments, mortgages, and taxes.

How First-Time Home Buyers Saved $20,000 In Insurance Fees

Are you in the market for your first home but are finding it hard to come up with the down payment? Does it feel like you’ll never be able to save up enough for a 20% down payment on your...

What To Look For When Shopping For A Mortgage

Are you shopping around for a mortgage? As a mortgage broker for The Mortgage Group, the most common question I get asked is: What’s the lowest rate? Though well intentioned, this question can be problematic for several reasons. Much like shopping around for...

Advice From Warren Buffett For All Canadian Investors

"A low-cost index fund is the most sensible equity investment for the great majority of investors" - Warren Buffett This quote from Mr. Buffett is from his book The Little Book of Common Sense Investing. He goes on to...

How A Client Saved Over $25K Per Year Using Three Simple Strategies

Meet Monica. She’s a busy single mom with a government job, a home in Toronto, a rental property, various investments, and two teenagers about to head to university. When she came to me, she had been using the same...

3 Reasons To Work with A Fee-Only Financial Advisor

If you are looking to work with a financial advisor, there are generally two different kinds: commission-based and fee-only. These differing compensation structures create a different set of incentives which have the potential to generate vastly different results for you,...

How A Holistic Approach Will Save You Money & Increase Your Returns

Would you get a different car mechanic to work on different parts of your car — one to inspect your brakes, another to swap your tires, and yet another to change your oil? My guess is no! You want to...