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Personal Finance

Financial Planning Week: Budgeting

[Video]
Budgeting is a component of financial planning. A large part of budgeting is understanding your income.

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Ryan Husk and Barb Wilhelm sitting at a desk with a microphone in front of them recording their conversation about whether you should refinance your mortgage
Personal Finance

Financial Checkpoint: Should You Refinance Your Mortgage?

[Video]
Financial checkpoint: Should you refinance your mortgage?

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mother teaching young daughter early financial literacy by placing coins into piggy bank
Personal Finance

The Building Blocks of Financial Literacy

Will you be receiving an inheritance? Allocate it in a way that makes the most sense for your circumstances.

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couple looking over their inheritance documents in front of a computur
Personal Finance

Make the Most of Your Inheritance

Will you be receiving an inheritance? Allocate it in a way that makes the most sense for your circumstances.

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Personal Finance

The Variability in the Variable Rate Mortgage

A variable rate mortgage interest rate fluctuates along with the prime rate. But there are two types of variable rate mortgages.

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Personal Finance

9 Reasons to use a Mortgage Broker

Have you considered using a mortgage broker? There are many mortgage products to choose from. A broker can help you narrow the list.

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Mother and daughter enjoying time together
Money Mgmt for Kids

How to Help your Kids Financially

Planning to help kids financially Our children today will face a myriad of financial challenges which will be more difficult

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Tavistock Office:
10 Centennial Drive, Tavistock, ON  N0B 2R0
519-655-2700

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206 Ontario Street, Suite 204, Stratford, ON  N5A 3K3
519-272-1700

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