Practical advice to help you thrive with your finances

No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.

Clarify Your Situation

We help you build a clear picture of your current financial situation so we can clearly see where we are today.

 

Identify Success

Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.

Implement Plan

We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.

Clear Money Mindset Podcast

Providing you with help and tips to manage your money in a clear and intentional way.

Podcast

The Business of Building a Business

To incorporate or not to incorporate is the question, a question with no definitive answer. In a world where starting a business has never been easier, choosing the right path can be overwhelming. A farmer or construction worker may have different considerations than a tech startup—but do they really? Today, we’re joined by the lively lawyer Sebastian […]

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Podcast

RESP Breakdown

Want Free Money for Your Child’s Education? In today’s podcast, we’ll break down the powerful RESP (Registered Education Savings Plan). This savings tool is designed to help parents and guardians save for their child’s post-secondary education, offering some amazing perks. We’ll cover how the RESP works, the types of contributions you can make, and how […]

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Podcast

Real Estate Round Table Part 2

Get ready for round 2. The back half of this real estate roundtable is now streaming. We’ve got mystery, excitement, and all things real estate! Ben is joined by Rob & Sandra Zanet from Team Zanet Mortgage Brokers, Alyssa Ismail from Century 21 Local Home Team Realty Inc., and Sebastian Schmoranz from MSSH Lawyers. Tune […]

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Podcast

Real Estate Round Table

What do you call it when you gather a financial advisor, a lawyer, a real estate agent, and two mortgage brokers in a room and give them a microphone?  Answer: An informative podcast that can help empower you if you are buying or selling a home.  Navigating the real estate market is no joke, especially […]

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Contact Us

Ben DaviesTelephone. (226) 221 9422Fax. (519) 915 1193