Why you need retirement planning and investment management.

Why TFSAs are one of the most beneficial tools you can use.

How much will my income be in retirement? How much do I need to save in order to retire? How long will my money last me? These are some...

Reasons to work with a Financial Planner in your 60s.

How to make your retirement income last even in unpredictable or volatile markets.

The real ROI of having a Financial Planner.

The #1 Mistake High-Income Earners Make with Their Investments

If you're widowed or recently divorced, here is where I would start.

Teaching your kids about money is one of the most valuable life lessons you can pass on to them. Learn why financial literacy is the ultimate gift -- and how to start planting those money-smart seeds today.

Investing your money is a big deal. Whether you’re just starting out or you’ve been dabbling for a while, deciding how to manage your...

You've worked Hard -- But Are You Ready to Retire? If you're in your last 40s, 60s or early 60s and starting to think seriously about...

You Need a Withdrawal Plan -- Not Just a Nest Egg Saving is just step one. The real strategy starts when you need to turn those savings...

How to Choose the Right Financial Advisor (And Why It Matters)

Do you ever wonder what you should be doing in each decade of your life? Let's break it down below... Goals to set for your 20s If you...

At Wealthy Roots Financial, we believe in being involved in every step when in comes to our clients. We are unique in the fact that we...

Canada Pension Plan You can go online via your CRA account to determine what your approximate benefit will be -- you can see the...

Approaching retirement is an exciting and significant milestone. It marks the transition into a phase of life where you can enjoy the...

That is often the first question people ask when they are looking to invest. This is a fair question and something that should be...