by Erin Gendron | Jan 29, 2021 | Brent Vandermeer, CP Insights, Financial Planning
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your family start the year […]
by Erin Gendron | Nov 27, 2018 | CP Insights
From the desk of Erin Gendron… In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of Canadians feel they would fail a financial stress test (meaning they somewhat or strongly doubt […]
by Erin Gendron | Jun 5, 2018 | CP Insights
From the desk of Erin Gendron… This is a message for our younger clients or those who are “young at heart”. Insurance: Something no one enjoys talking about, but a ‘must have’ conversation. We feel a sense of responsibility to have this conversation with you – or with a friend or loved one you know […]
by Erin Gendron | Feb 27, 2018 | CP Insights
From the desk of Erin Gendron… At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track? Read on and let us help! 4 Practical tips to help you […]
by Erin Gendron | Nov 6, 2017 | CP Insights
4 Financial Tips for Active Young Families From the desk of Erin Gendron… With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of me kicks into high gear. Fall has always had a ‘fresh start’ feel about it for me – similar […]