Financial Planning
Nine reasons why financial planning is important
Financial planning helps you determine your short- and long-term financial goals and create an action plan to achieve them.
Financial Planning
Money strategies for the sandwich generation
Between growing kids and aging parents, there’s a whole generation of Canadians feeling “sandwiched” by all the related financial obligations.
Financial Planning
Caring for aging parents
If you have aging parents, there’s a good chance you'll have to help them at some point with the challenges of old age. And that includes their finances.
Financial Planning
Helping parents with a real estate windfall
With sky-high home prices, selling their home could mean your parents are in for a significant influx of cash. Here’s how to help them manage it.
Financial Planning
Asset planning under BC’s Family Law Act
When a relationship ends, the rules around dividing property and splitting assets can be complicated. Here are the basics of the laws in BC.
Financial Planning
The role of finances in your relationship
Money matters can cause friction in any relationship. Here’s what you should talk about with your partner and why it’s important.
Financial Planning
Financial advice for every decade and life stage
Every stage and decade of life comes with different perspectives and priorities. Your finances should reflect where you are and where you want to go.
Financial Planning
Ten traits of successful financial advisors
Choosing a trusted and knowledgeable financial advisor is an important investment decision. Here are ten things to consider when selecting an advisor.
Financial Planning
Enhance your personal financial literacy
Do you feel well informed when making decisions about your financial future? Build your financial knowledge base and move ahead with confidence.
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JT Rai Financial AdvisorMutual Funds Investment Specialist
Financial Advisor
Mutual Funds Investment Specialist
Our team of experienced professionals are here to answer any questions you may have.