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Blog

Man sitting on bench in park
Dianne Nicholson | Jul 13, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Close up portrait of child giving two thumbs up
Dianne Nicholson | Jun 13, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Stock
Dianne Nicholson | Nov 19, 2021

Millennials Need Financial Advice Too

Finance

 

 

Millennials get a lot of flak from the baby boomers and Gen X, but the truth of the matter is millennials are some of the most driven individuals when

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An exit sign in a modern office building
Dianne Nicholson | Nov 19, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Dianne Nicholson | Nov 19, 2021

The Five Disability Insurance Mistakes People Make

Insurance
Risk Management
Disability

1.

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Man in coffee shop reading a newspaper
Dianne Nicholson | Apr 5, 2021

Should I Take My Canada Pension Plan Payments Early?

CPP
retirement
Education
taxation
weekly commentary

The Canada Pension Plan (CPP) is a retirement benefit available to most working residents of Canada. With the exception of Quebec residents, who have the Quebec

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Happy couple sitting in a park with their dog
Dianne Nicholson | Apr 5, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

finances
Education
retirement
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Bored-looking girl sitting in a classroom
Dianne Nicholson | Feb 17, 2021

What Happens to RESP Funds if Your Child Doesn’t Go to College?

Education
A Registered Education Savings Plan is a great way to make sure your children have the funds to pursue higher education, but what happens if your child doesn't
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laptops&Desk
Dianne Nicholson | Dec 3, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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stock
Dianne Nicholson | Oct 9, 2020

What are the benefits of Diversifying my Investments?

Investments
Investments,retirement, planning, financial, covid
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Dianne Nicholson | Sep 29, 2020

Video: Investing with a Financial Advisor

Investments
investments, advisor value,
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Dianne Nicholson | May 1, 2020

Managing Emotions and Expectations during Market Uncertainty

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is

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I represent and place business with most major insurance companies in Ontario.
This can be based on the needs and personal situations of individual clients.

 

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