From Financial & Associates

From Financial & Associates We are a family financial planning team who enjoy working with other families to help them discover

Your financial plan shouldn’t be something you set once and forget about.As life changes, there are a few areas worth ch...
09/01/2026

Your financial plan shouldn’t be something you set once and forget about.

As life changes, there are a few areas worth checking in on. Your savings goals may have shifted, beneficiary information may need updating, a mortgage renewal could be coming up, or an important financial deadline may be closer than you think.

Taking the time to review these details now can help you make informed decisions and stay on track with the bigger picture.

If it’s been a while since we’ve connected, reach out to our team. We’d be happy to review your plan with you and make sure it still reflects where you are today.

Date night, but make room for a little money talk. ☕🍷Financial intimacy, sometimes called “fintimacy,” is simply being o...
08/30/2026

Date night, but make room for a little money talk. ☕🍷

Financial intimacy, sometimes called “fintimacy,” is simply being open and honest with your partner about money. And it doesn’t have to feel formal or uncomfortable.

Set aside some time this month to check in on things like upcoming expenses, savings goals, changes in income or spending, and the bigger plans you’re working toward together.

Regular conversations about money can help you stay on the same page and make financial decisions as a team.

And if those conversations bring up questions about your financial plan, we’re always here to help.

Your credit score can play a role in some pretty big moments, from applying for a mortgage to financing a vehicle.But bu...
08/29/2026

Your credit score can play a role in some pretty big moments, from applying for a mortgage to financing a vehicle.

But building good credit doesn’t have to be complicated.

Your payment history, balances, credit utilization, account history and credit applications can all play a part. One number worth remembering is 35%. Keeping your credit card balances below 35% of your available limits can help support your credit score.

The goal isn’t to make every move perfectly. It’s to build a history of using credit responsibly over time.

👉Save this post as a reminder and follow us for more practical financial tips.

Most of our client relationships begin the same way. Someone we’ve worked with takes the time to introduce us to a frien...
08/20/2026

Most of our client relationships begin the same way. Someone we’ve worked with takes the time to introduce us to a friend, family member, colleague, or business owner they care about.

That trust is something we never take for granted. Financial planning is personal. Whether someone is preparing for retirement, growing a business, protecting their family, or navigating a major life change, having the right guidance can make a meaningful difference.

If there is someone in your life who could benefit from a conversation about their financial future, we would be grateful for an introduction.

Thank you to our clients who continue to share their experiences and recommend our team. Your trust is the foundation of everything we do. 💙

08/18/2026

Between work, family, and everything else competing for your attention, estate planning is often one of those things that gets pushed to “someday.”

But having a plan in place is one of the most meaningful things you can do for the people you love.

A solid estate plan can help protect your family, make your wishes clear, and provide guidance when it is needed most. It gives your loved ones direction during difficult times and helps ensure the things you have worked hard for are passed on according to your wishes.

Taking the time to plan today can provide peace of mind for tomorrow and help ease the burden on those you care about most.

If it has been a while since you reviewed your plan, now may be the right time to make it a priority. A little planning today can make a lasting difference for the people you love tomorrow.

08/13/2026

We’re excited to be moving into a new office and can’t wait to welcome clients into the space!

While our address may be changing, our commitment to helping clients navigate their financial future remains exactly the same.

Stay tuned for more details and a look inside our new home in the coming months. We look forward to seeing you there!

08/06/2026

You’ve got clients to take care of, projects to keep moving, employees depending on you, and about 20 other things competing for your attention on any given day.

👉That’s exactly why conversations about disability, buyouts, and business continuity often get pushed to the bottom of the list. Nobody wants to spend an afternoon talking about what happens if a shareholder can’t work anymore.

But those conversations are a lot easier to have when business is running smoothly than when you’re trying to keep things afloat during a difficult situation.

Sometimes the fish worth frying are the ones that never seem urgent until they suddenly are. Make your appointment to get your affairs in order today.

08/04/2026

When considering a new job, salary often gets most of the attention, but some of the biggest differences between opportunities have nothing to do with your paycheque.

Benefits, retirement savings programs, pension options, what happens to your existing retirement accounts, work-life balance, vacation time, flexibility, and remote work arrangements can all have a significant impact on your long-term financial picture and quality of life.

A career move is about more than what you earn. It is also about how the role supports your goals, your family, and the lifestyle you want to build.

Before making a decision, consult your financial advisor. We’d be happy to help you understand how it could affect your financial plan.

What does retirement look like for Canadians today?The latest Fidelity Retirement Report highlights some important trend...
07/30/2026

What does retirement look like for Canadians today?

The latest Fidelity Retirement Report highlights some important trends, including a growing need for financial planning, retirement income strategies, and advice people can trust.

Canadians with a written financial plan feel much more confident about retirement than those without one. Yet, many people still don't have a plan in place.

The report also found that retirement is changing. More Canadians are carrying debt into retirement, supporting adult children, and looking for guidance on turning their savings into a reliable income. While AI is becoming more common, people still trust financial advisors most when it comes to making important financial decisions.

Whether you're getting close to retirement or already there, having a plan can help you feel more prepared for whatever comes next.

If you'd like to talk about your retirement goals or review your current plan, we're here to help.

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100 Osborne Street North (1C)
Winnipeg, MB
R3P0X7

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