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Financial Planning

Financial Planning

Where there’s a will, there’s a way

Do you have a will? What about a power of attorney? If you answered no, why not? Most people's answer to that question is NO,…
Erica Lee
Erica LeeMarch 12, 2018
Financial Planning

Help! How Am I Going to Pay for These Gains??

Last week we talked about capital gains taxes, today I want to talk about the payment options available to actually PAY for those taxes. So,…
Erica Lee
Erica LeeFebruary 5, 2018
Financial Planning

Gains… Capital Gains

Happy Monday! Over the weekend I had the pleasure of speaking at a First Time Home Buyer event about how insurance and planning tie into…
Erica Lee
Erica LeeJanuary 29, 2018
Financial Planning

Live (and Plan) Your Life for You!

So, you're halfway through the first month of 2018 and you've set your goals for the year. I want you to think about your goals and WHY…
Erica Lee
Erica LeeJanuary 15, 2018
Financial Planning

New Year, New You… Goal Setting for 2018

Our financial health actually affects so many other areas of our life, our physical ad mental health, the relationships we keep, our overall attitude and…
Erica Lee
Erica LeeJanuary 1, 2018
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 Lee
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 Lee
Erica LeeNovember 26, 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 Lee
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 Lee
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 Lee
Erica LeeNovember 13, 2017
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