Smart Savings ‘Tis the Season to Save – RRSP Season is Almost Here ‘Tis the season…for RRSP contributions! I’m sure you all have heard of an RRSP (Registered Retirement Savings Plan) before, but a lot of my clients…Erica LeeDecember 11, 2017
Financial PlanningInvestment Holiday Edition | What’s a better gift than investing in your child’s future? I remember when I was a little girl, every time I received money on a special occasion my parents would take it and tell us…Erica LeeDecember 4, 2017
Financial PlanningSmart Savings Holiday Edition | Money Savers For the Holidays! Okay guys, for those of you that know me, you know that the holidays are my favourite time of year! Being surrounded by my family,…Erica LeeNovember 26, 2017
Insurance Erica, how much life insurance do I need? “Erica, how much insurance do I need?” I get asked this question all the time. Well, there are a few different factors to consider. First,…Erica LeeNovember 22, 2017
Financial PlanningInsurance “I have mortgage insurance from my bank, I’m covered” Most people I come across who are covered through their bank or lending institution do not understand their protection. Understanding your coverage and your rights…Erica LeeNovember 20, 2017
Financial PlanningMillennials Financial Planning for the Millennial – Single Parent Edition Being a parent may be one of the most rewarding things we will ever experience in our lives, but with that reward comes a lot…Erica LeeNovember 15, 2017
Financial PlanningInsurance Help! What type of insurance do I need? One of the most common questions I get asked by my clients is “what types of insurance products do I need?” Most people don't understand…Erica LeeNovember 13, 2017
Financial Planning The Battle of Debt A lot of people I come across are so concerned with paying off their student debt that they just throw money at it and hope…Erica LeeNovember 8, 2017