Resources

10 Financial Lessons & Skills I Wish I Learned Earlier

Double exposure of city and pen, calculator, money, graph for finance concept

Understanding your personal finances can be overwhelming. Many people don’t know where to start, which can be discouraging. This can keep people from learning about their finances until they are forced to. But learning about your personal finances doesn’t have to be scary! With a bit of planning, a good strategy, and a basic understanding […]

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Financial Terms You Need to Know: Net Pay, DSR, Cash Flow, & More

Word cloud illustration of different financial terms

Getting a handle on your own finances seems daunting, especially when the industry’s jargon is unfamiliar. (That’s why you leave it to the pros, right?) But having a basic understanding of some common financial terms can help you navigate your finances a little better and save you some time to focus on investing or nurturing […]

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Types of Loans for Small Businesses

Young man on his computer filling out small business loan form.

As the owner of a small business, we know how difficult it can be to manage your cash flow situation. Often the banks won’t touch small businesses. We can help fund your small business from $1,000 to $100,000 depending on your security and collateral. If you have filed your taxes, have incorporated, have a business […]

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I Accidentally Got too Much CERB: What Now?

The Canada Emergency Response Benefit (CERB) has been closed for several months now, but some may still be dealing with the complications. If you’ve received unintended CERB payments, a financial advisor can help you determine your best options, and provide needed support if you’re having difficulties managing repayment. Learn more about what to do if […]

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