Lisa McDermott, CFP, PFP

07/11/2026

06/19/2026

06/17/2026

Most scams targeting seniors come down to the same handful of tactics dressed up in different stories. Recognizing those tactics – the urgency, secrecy, request for money or codes – is what makes them easier to refuse, whether the call comes to you or someone you care about.

Discover the top threats affecting seniors – and the red flags you need to know.

If you’re contacted, taking a moment to pause and verify – and reporting the incident if suspicious – can help protect you and others. Steps for reporting a scam: http://spr.ly/6188BD1Une

06/13/2026

Today on June 10, the Bank of Canada announced that it is holding its policy rate at 2.25%.
When the Bank of Canada holds rates steady, it means no change for now. They’re taking time to assess the economy before making their next move.
Want to know what this means for your finances? Get the full breakdown: http://spr.ly/6189B8NHyh.
Stay tuned for the next BoC update on July 15.

05/26/2026

Opening night at RBC Amphitheatre is here. 🎉 If you're in the crowd tomorrow, grab your commemorative poster designed by Briony Douglas at the exit on your way out. Tomorrow only, don't miss it!