by Melissa Rada | Apr 15, 2025 | Financial Planning, Industry Insights
Staying invested during volatile market times can be challenging due to the natural emotional instinct to protect assets from short-term losses. But historical data and investment principles suggest that maintaining a long-term perspective and staying invested is...
by Melissa Rada | Apr 15, 2025 | Industry Insights, Trades & Contracting
As the weather warms up and we step into the beautiful spring season, nature comes alive with blooming flowers, lush greenery, and unfortunately, a surge in bug activity. Among these pests, mosquitoes are one of the most troublesome. Not only do their bites cause...
by Melissa Rada | Mar 31, 2025 | Financial Planning, Industry Insights
There are few things more rewarding – or challenging – than owning your own business. We understand that it’s an integral part of your life, and we can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and...
by Melissa Rada | Mar 18, 2025 | Financial Planning, Industry Insights
As a business owner and member of the North Durham Chamber of Commerce, securing your financial future is crucial for a peaceful retirement. While many focus on accumulating wealth, having a comprehensive retirement plan is essential to convert your savings into...
by Melissa Rada | Jan 29, 2025 | Industry Insights, Real Estate
Navigating Home Financing as a Self-Employed Business Owner in Ontario Securing a mortgage is a significant milestone for many, but for self-employed business owners in Ontario, this process can present unique challenges. Traditional lenders often view self-employed...
