2020 Budget update

Last week the federal government delivered the much anticipated (and delayed) federal budget. Gone are the days of debt and deficit as the government begins to spend like we have never seen before to stimulate our economy and create jobs. Is it enough? Is it targeted to the right place? Only time will tell. The…

A new era, a new way of financial advice and……….. a new name.

In 2006 I decided to strike out on my own and begin a financial planning practice. My desire at that time was to help people save for their retirement and make sure that if they passed away, their families were protected through life insurance. It has been a wonderful journey through the past 14 years…