As summer fades and autumn begins its crisp approach, an exciting yet daunting journey starts for many families: sending students off to post-secondary institutions. It is more than just transitioning academically; it is an emotional leap toward independence and realizing
Dr. Roxanne Arnal, CFP®, CLU® When contemplating the sale or purchase of a business, understanding the nuances involved is crucial. Here’s a detailed, professional guide for both sellers and buyers to ensure informed decision-making. For Sellers Key considerations for sellers
Eight Tips for Spotting a Scam: How to Protect Yourself from Fraud Scams are everywhere and they’re becoming more sophisticated every day. From phishing emails and fake investment opportunities to fraudulent phone calls and text messages, scammers are constantly evolving
Celebrating Small Business Week: Empowering Canada’s Entrepreneurs As Small Business Week unfolds, it’s a time to celebrate the engines of our economy: the diverse and dynamic small businesses that form the backbone of Canada’s economic landscape. With over 1.2 million
Dr. Roxanne Arnal, CFP® ,CLU® Charitable giving offers numerous benefits, including improved mental and physical health, a sense of purpose and community, and, if structured correctly, tax advantages. Recently I spoke with Kelsey Gagnon, Associate Director, Advancement, School of Optometry
Dying without a will, also known as dying intestate, can have significant financial and personal consequences that many people do not fully understand. When working with your financial advisor, it is important to have an open and honest conversation about
In the age of TikTok trends and Instagram reels, it’s no surprise that financial advice has found its way into your social media feed. Enter the finfluencer, a new breed of influencer focused on money, investing, and personal finance.
Financial Planning for Your First Home By Dr. Roxanne Arnal, CFP® Buying your first home is an exciting milestone, but it can feel overwhelming, especially with rising real estate prices and extra costs like taxes and closing fees. Smart planning
I’m relieved to finally see my investments growing in a healthy, sustainable way. Before working with Roxanne, I was stuck in a bad insurance policy that was basically self-destructing and no one had ever taken the time to explain it to me. She broke it all down clearly, helped me understand what was really happening, and showed me a completely new way to think about financial planning and wealth management. I finally feel confident about my financial future.
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
We have enjoyed and trusted Roxanne since we started doing business with her some five years ago. Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds. Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times. We are looking forward to a great future.
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Who wouldn’t want to take the stress out of their financial and wealth situation? Contact us today to get started.
