Chris Lennox
Summer 2024 Newsletter
An important part of wealth planning is managing the unexpected, which comes up throughout this newsletter. For example, the page 2...
top of page
Search
Chris Lennox
Apr 41 min
Spring 2024 Newsletter
It’s a good idea to review your will periodically. Do you have a beneficiary to add or inheritance amounts to change? Is your named...
30
Chris Lennox
Jan 41 min
Winter 2024 Newsletter
Some investors worry that world events such as the Ukraine and Middle East conflicts will affect their investments. The important thing...
240
Chris Lennox
Oct 20, 20231 min
Fall 2023 Newsletter
Just about everyone struggles with a financial decision from time to time. Please know that you can talk to us whenever a financial...
90
Chris Lennox
Oct 20, 20231 min
Summer 2023 Newsletter
Life is a little slower in summer, so it’s a great opportunity to take care of one of the financial to-dos on your list. From building...
30
Chris Lennox
Apr 28, 20231 min
Spring 2023 Newsletter
Are you making the most of your Tax-Free Savings Account (TFSA)? What’s most important is that a TFSA’s investments are aligned with its...
130
Chris Lennox
Apr 28, 20231 min
Winter 2023 Newsletter
Every January, forecasts in the media predict where the markets are heading. But you’re certain to hear conflicting views because these...
70
Chris Lennox
Apr 28, 20231 min
Fall 2022 Newsletter
Get a head start on year-end to-dos. Contribute $2,500 to your RESP to trigger this year’s $500 grant. Make charitable donations by...
50
Chris Lennox
Apr 28, 20231 min
Summer 2022 Newsletter
Summertime is family time, so how about reviewing the ways you’re supporting your children’s future? For example, make sure your...
20
Chris Lennox
Apr 28, 20231 min
Spring 2022 Newsletter
Spring is in the air, a time of change. It’s a theme that applies to our relationship – when you have changes in your life, we want you...
40
Chris Lennox
Apr 28, 20231 min
Winter 2022 Newsletter
Please accept our best wishes for the year ahead. If you’re planning a life or financial change, we can help. Let’s review your goals and...
50
Chris Lennox
Jan 14, 20223 min
Nurture Your Finances
Everyone has had those moments where they take a look at their finances, and they aren’t happy with what they’re seeing. A build up of...
90
Chris Lennox
Jan 14, 20222 min
Spring Cleaning Your Finances
The time has come to open your windows, shake out your mats, enjoy the fresh air, and start your Spring cleaning. We all know that...
80
Chris Lennox
Jan 14, 20222 min
Watch Your Investments Bloom with May’s Flowering Moon
The final days of cold winter weather are almost behind us, and in its place comes Spring and the budding of new life. May is an exciting...
110
Chris Lennox
Jan 14, 20223 min
Managing Financial Wellness for Seniors
Financial wellness is not just something you need to focus on in your younger years. Close to 30 per-cent of Canadians will be 65 years...
260
Chris Lennox
Jan 14, 20224 min
Ready for the Upcoming Tax Season?
Filing your income taxes is something we routinely do each year. We collect the necessary paperwork, forms, and receipts and either head...
70
Chris Lennox
Jan 14, 20222 min
How to Set Realistic Financial Goals and Achieve Them
Have you thought about what you want to be doing in five years? What about in 20 years? Planning and setting goals for yourself help you...
100
Chris Lennox
Jan 14, 20223 min
Budgeting Tips for the Holidays
The season of giving is around the corner, which means the season of spending is right there too. Creating a budget (and sticking to it)...
140
Chris Lennox
Jan 14, 20223 min
Mental Health Wellness and Covid19
Fall is in full swing! The air is crisp, and the leaves are changing colours. Apple picking and baking pumpkin pie become a common...
70
Chris Lennox
Jan 14, 20222 min
5 Tips On Saving For Retirement
Retirement on your mind lately? Maybe you’re convinced you’ll win the lottery and your need to save for retirement will be solved...
110
bottom of page