Jonathan Lazeo, CFP

11/12/2025

On Remembrance Day, we honor those who served for our country and those who lost their lives in the line of duty. Let us not forget what they fought and died for, our freedoms today & for the future generations.

12/26/2024

I hope you all have a wonderful holiday season!

01/01/2024

Happy New Year! Wishing you and your families all the best for a spectacular 2024!

12/25/2023

Merry Christmas to you and your Families. I hope you all have a wonderful holidays filled with love and joy.

04/06/2023

The ever-changing needs of babies and toddlers can really make a dent in your wallet. Here are some tips to help you prepare your finances before your baby arrives: ow.ly/eArJ104z6wf

03/30/2023

A registered education savings plan can help you save for your child’s future. Reach out to me for more information.

A registered education savings plan can help you save for your child’s future. Talk to an advisor to get started at http://www.canadalife.comView accessible ...

03/23/2023

How we work has changed, but the need for personal health insurance has not. Personal health insurance can help you pay less for medical and dental care if you're self-employed or retiring. Let’s talk more about your health and dental insurance options.

03/20/2023

The sudden collapse ... in the past. In Canada, the Office of the Superintendent of Financial Institutions took permanent control of Silicon Valley Bank’s Canadian assets to protect creditors, but since the bank does not have a banking licence, this ...

The sudden collapse of Silicon Valley Bank left its investors reeling, shocked and unsure of what had happened to their funds. Silicon Valley Bank’s failure was technically due to a liquidity crisis — a lack of sufficient cash inflows to sustain it during a period of significant cash outflows. T...

03/17/2023

Happy St. Paddy's Day to you and your families! Hope you all have a terrific day.