After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions:

You shouldn’t be afraid to interview advisors before settling on someone you can work with.

Many Canadians will be taking their next vacation right here at home. If you plan to travel outside of your province or territory, there are three things you need to know about your provincial or territorial health-care coverage.

“It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.”

Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future. After more than a decade working with a wide variety of clients, she has some valuable advice to share.

For many parents, this summer’s biggest challenge will be: Sunscreen versus screen time. 

You’re not alone if the thought of a medical exam in your home feels like a hassle and it’s kept you from applying for life and disability insurance. Due to Covid-19 safety precautions, medical exams for life insurance have been temporarily suspended.

Many families have been facing a new kind of financial reality. From loss of income, to changing the way we work, to thinking about priorities, the conversation about money is changing.

Compressing expenses when income gets tight    

Our legal community is feeling the impact of the economic downturn in many ways, including job losses, layoffs and reduced revenues.

With clients and colleagues working from home, and your home full of young people, you need a daily bag of tricks to keep everyone, including yourself, happy, healthy and safe.