latest articles

Hello Spring!

Spring is in the air, and it seems like our corner of the world is opening up again. It is wonderful to start getting out to see each other again.

In fact, Jennifer has her first "in person" public speaking engagement since 2020! The Aurora Chamber of Commerce is holding its inaugural "Women's Wellness Luncheon" on May 10th. Jennifer will be a panelist speaking on women's financial health.

Do You Have a Plan?

It seems the news keeps giving new worries every day; leaving us stressed and wondering how to take care of ourselves, our loved ones and to reach out and help others. Having a plan can give you peace of mind.

Inflation & Your Financial Strategy

In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level of financial concern for Canadians was the 1990s2, when inflation reached a high of 5.5%. Today, it sits at about 4.8%, primarily due to transportation and supply chain issues and a sharp rise in energy prices. The associated increase in cost is passed along to Canadian consumers, who are concerned about how to pay for it.

Where's the Money?

When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were therefore subject to probate. $250,000 was in GICs and a fairly rapid transfer of this money to her heirs was expected. But that was not the case. They had to wait until March 2020 for it. That's right, almost two years.

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