How to keep your money and emotions in check

Posted by A Thrive Wealth Expert on May 29, 2020 10:53:25 AM

If watching the hit TV drama This is Us, or any other TV drama for that matter, has taught us anything, it’s how to ride the curves of an emotional roller coaster. We start each episode with a mix of reluctance and anticipation, unsure of what the future holds or whether we’re equipped for the gut-wrenching turns ahead. Our optimism grows, and soon we’re excited, then downright exuberant.

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Applying for Canadian Pension?

Posted by Thrive Wealth Management on May 8, 2020 4:20:31 PM

Today we're talking about something we all hope to do one day...retire; and along with retirement comes applying for your Canadian Pension Plan (CPP).  Whether you're a few years away from retiring, or this is the year you've been waiting for, we want to share with you some advice to get you thinking about your CPP funds. We'll talk about some of the basics around CPP,  and why having a retirement plan can help you know when to draw upon CPP.

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Tags: Retirement Planning, financial tips

Canadian Emergency Response Benefit (CERB)

Posted by Thrive Wealth Management on Apr 17, 2020 1:42:24 PM

The Government of Canada has developed the Canadian Emergency Response Benefit (CERB) to help Canadians through the COVID-19 pandemic. There are many reasons that you may have lost employment right now, and we want to make sure that you are accessing the right support for you during this time, and set you up for success once you are back to work.

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Tags: covid-19, coronavirus

Financial Support during covid-19

Posted by Thrive Wealth Management on Mar 31, 2020 9:53:51 AM

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Tags: covid-19

RRSP Definition

Posted by A Thrive Wealth Expert on Jan 27, 2020 3:20:58 PM


Registered retirement savings plan

2020 Deadline Date: March 2

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Tags: Retirement Planning, Investment Planning, Wealth Planning, Value of advice, wealth advisor, financial tips


Posted by A Thrive Wealth Expert on Feb 1, 2019 11:01:00 AM



It’s that time of year again. Our waistbands are a little snugger, our wallets a little lighter, and our hearts and minds are (mostly) still committed to the resolutions we’ve set for the year ahead.

The new year is a great time to reflect on the past and set meaningful goals for the future. It’s the season of self improvement, and your Facebook feed is likely overflowing with offers to help you achieve your ambitions or overcome your insecurities. Whether you want to fit into your skinny jeans or bring some semblance of order to your crazy life, there are an endless number of products and services to choose from — all promising to help you achieve your dreams in a handful of simple steps. It’s no wonder most people have given up on their resolutions by now — it’s nearly impossible to decide where to start!

If your goal is to improve your financial health in 2019, you may be feeling similarly overwhelmed. Do you save first or do you invest? How much can you afford to set aside? How long is this going to take?

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Tags: Retirement Planning, Investment Planning, Wealth Planning, Value of advice, wealth advisor, financial tips

Should you invest your money or pay down debt?

Posted by A Thrive Wealth Expert on Jan 17, 2019 11:10:00 AM



Imagine that you’ve won the lottery. Not enough to fully fund an immediate and lavish retirement, but enough to make a difference in your life. How would you spend your windfall?

Most of us who dream of winning say we’d pay down our debt, and maybe donate to charity or splurge on a big-ticket item like a much-needed vacation. Many people who actually win end up blowing it all; they fail to invest in the future.

 So, what would you do? Would you pay off your debt or would you invest?

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Tags: Retirement Planning, Investment Planning, Wealth Planning, Debt

Not talking about money puts us at risk. So why do we avoid it?

Posted by Thrive Wealth Management on Nov 8, 2018 10:30:00 AM

Meet Nancy*. She’s a 55-year-old mother of two with a career she loves. But now that her youngest has finished college, Nancy is thinking about scaling back work to spend more time with her new grandson.

With an empty nest, Nancy thinks she and her spouse can handle the reduced income. Although her retirement savings are modest – Nancy chose to work part-time while her children were young – she trusts that her husband’s retirement fund will see them through comfortably, especially since he doesn’t plan to retire anytime soon.

Or so she thinks. The truth is Nancy and her husband have never seriously discussed their retirement plans. She has no idea at what age he plans to retire or how much money he’d like to have saved by then – or whether his thoughts on either of these things match her own.

If you can relate to Nancy’s story, you aren’t alone.

According to a Fidelity Investments 2018 Couples & Money Study, more than 4 in 10 couples disagree about the age they plan to retire and 54% disagree about how much money they should have saved by that date.

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Three Questions to Guide Your Financial Success

Posted by A Thrive Wealth Expert on Apr 26, 2018 2:00:17 PM

We all know that strange combination of fear and excitement that comes with starting something new. Maybe you experienced it walking through the front door of your first real job: excitement to have a solid grip on the first rung of your career ladder; fear that a shiny new degree and limited life experience would not be enough.

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The One Decision that Could Boost Your Wealth Today

Posted by A Thrive Wealth Expert on Feb 28, 2018 11:10:00 AM

Your alarm goes off in the early morning hours. By the time you hit the shower, your mind is already running full throttle through the list of decisions you need to make just to get out the door: What should I pack the kids for lunch? How do I get them to hockey practice? Do I need to leave work early? Should I reschedule my last meeting? 

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