Francis Lam - Financial Planning YEG

07/21/2023

With Financial Advice being top of mind for investors everywhere it is important to interview many different Financial Advisors to ensure their financial well-being is of utmost importance.

There may be a higher risk of Canadians being sold unsuitable products, and banks are not doing enough to prevent that from happening

01/05/2023

A great article on passing on a legacy for high net worth families. There are so many ways to effectively pass on inheritances to the next generation which is why it’s so important to have a good Financial Advisor.

The world of inheritance is a murky one, and rarely talked about openly. While it could feel like winning a lottery for some and open the way to philanthropy, it can also bring a host of other circumstances, such as fights with family members or a feeling of entitlement that some people develop as t...

01/03/2023

With rising debts and inflation becoming center of mind for many Canadians; many are looking for other ways to reduce debt levels and grow wealth. Reach out to learn more!

Respondents also said economic uncertainty makes planning difficult

11/19/2022

With interest rates at this level today the decision to invest vs pay down mortgage debt might not be so simple; a strong financial plan can help mitigate some of the uncertainties we face in the future.

11/06/2022

https://www.moneysense.ca/save/financial-planning/financial-literacy-financial-planning/bank-of-canada-interest-rate/

The central bank's overnight interest rate sets the tone for the prime rates offered by banks. We explain what that means for you.