Plumtree Wealth Strategies

Plumtree Wealth Strategies Financial Health & Wellness...at Every Age!

10/25/2025

Many young adults depend on financial assistance from family to make ends meet. Read this to find out some common boundaries around loaning your children money.

10/23/2025

One valuable way to move from nobody to somebody in the age of AI is to embrace "strategic amateurism," the practice of intentionally engaging in new and unfamiliar pursuits to maintain cognitive flexibility and innovative thinking.

10/21/2025

In some cases, delayed parenthood may translate into delayed retirement

10/18/2025

When retirement feels like a long way off, you can begin those "go-go" years right now with the right financial planning.

10/16/2025

Feeling the pressure of inflation, many Canadians who are aged 50 and older are worried that they don’t have enough money to retire. A recent survey from BMO found that 76 per cent of Canadians worry that rising prices will make it hard to make ends meet in retirement.

10/14/2025

70% of Canadians aged 25-65 are worried about the financial strain of supporting both their parents and children, study says.

10/11/2025

Taylor Swift and Travis Kelce are officially engaged and the entire world knows about it — even my four-year-old daughter.

10/09/2025

How do we harness the inheritance of love for the benefit of individuals and society at large?

10/04/2025

Many Canadians are carrying personal debt. Certified Financial Planner Janet Gray explains four effective strategies to get debt under control.

10/02/2025

A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of.

09/30/2025

A handful of firms are offering intensive, tailored cybersecurity protection for individuals and executives with a lot to lose.

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Vancouver, BC

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Wednesday 9am - 5pm
Thursday 9am - 5am
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