Author: Holly

Financial Planning in North Vancouver

Hello, and welcome here! If you're looking for a financial advisor in North Vancouver (or…

Layering Retirement Income (Intro)

Retirement is a phase of life that many of us eagerly anticipate. It's a time…

Transferring Money from a Group RRSP to a Personal RRSP

Retirement planning is a crucial aspect of our financial well-being, and employer-sponsored Registered Retirement Savings…

The Magic of Dollar Cost Averaging

Let's talk about one of the best concepts in investing: Dollar Cost Averaging! If you're…

Financial Security Planning Solutions for Children

Whether we are parents, grandparents, aunts, uncles, or siblings, most of us have children in…

First Home Savings Accounts (FHSA): A Pathway to Affordable Homeownership

The dream of owning a home is one that many Canadians share. However, saving for…

Responsible Investing

Long before I came into the financial industry, I struggled with the role of money…

Mortgage Insurance vs. Personal Life Insurance

Your home may very well be the largest purchase you ever make; consequently, your mortgage…

The Four Cornerstones

A sound financial security plan should protect you against uncontrollable events such as disabilities or…

“I can’t invest because I have no money”

The number one reason young adults give me for not saving and investing is that…