Stay Informed

My 2026 brochure is live! Inside, I share the philosophy that shapes my work—helping clients in St. Albert and surrounding communities navigate the intricacies of building and securing their financial future through tailored, values-driven guidance. Download it here.

Every market cycle brings its own set of challenges — and opportunities. In my Bi-Weekly Market Perspectives of this month, I've highlighted a few articles that caught my attention.

This page provides a collection of helpful resources and references to support your financial journey with us. The information is offered for reference purposes.

Mid-year can be a helpful point to check progress on the goals you’re building toward—whether that’s buying a home, growing a family, planning a wedding, or getting retirement plans more clearly defined. A quick review of cash flow, saving habits, and upcoming commitments (including debt renewal dates) can help keep day-to-day decisions aligned with longer-term priorities. In this newsletter, I’ve highlighted the following areas as part of your mid-year financial check-in. Click the link to learn more.

Periods of increased cash flow - whether from a bonus, tax refund, or changes in income and expenses - can provide an opportunity to pause and review your financial strategy. When aligned with a well-thought-out plan, extra cash can be put to work in meaningful ways. A balanced approach today can help support both near-term priorities and longer-term financial goals. Click the link to learn more.

As tax season approaches, taking time to organize your financial information can help you feel more confident and prepared. Staying organized isn’t just helpful during tax season—regular, small check‑ins throughout the year can help ensure your financial strategy continues to align with your evolving goals, responsibilities, long‑term plans, income needs, emergency savings, and household budgeting. Click the link to learn more.

As we move into tax season, February is a good time to review retirement savings, confirm key deadlines, and ensure your financial plans remain on track. Taking a few simple steps now can help support a smoother filing process and keep your overall financial picture organized, including income needs, emergency savings, and household budgeting. Click the link to learn more.

As 2026 begins, best wishes for a prosperous year. The arrival of January brings updated contribution room for Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), presenting an opportunity to review financial strategies and take advantage of new limits. Click the link to learn more.

As we approach the end of the year, December is a strategic time to reflect on your financial goals, review your accounts, and prepare for 2026. Year-end planning is more than meeting deadlines - it’s about doing what you can to help set yourself up for success in the year ahead. In this edition, I've highlighted some key areas for your consideration. Click the link to learn more.

As the year comes to a close, it’s a good time to review your family’s financial goals and ensure you’re making the most of your savings opportunities. Taking a few small steps now — like contributing to your RESP or making charitable donations — can help ensure you start 2026 on strong financial footing. Click the link to learn more.

As the year comes to a close, it’s a good time to review your finances and consider how charitable giving can benefit both your family and the causes you care about. Eligible donations can earn valuable tax credits and, in some cases, eliminate capital gains tax when donating securities directly. Click the link to learn more about details.

On September 25, we hosted an Estate Planning Luncheon at the St. Albert 50+ Club with nearly 100 attendees. Our guest speakers, Christine Maloney and Chenel Kimber from Weary & Company, and Sharene A. Gaitor from TD Wealth Private Trust, shared valuable insights on how to protect your legacy and prepare for the future. Click the link to read the full event highlights and learn more about estate planning.