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RLF Advisory Advise Meaningfully | Serve Honourably | Enhance the Lives of Others | Since 1976

10/14/2026

If something happened to you, would your family know how to access the thousands of photos stored on your phone? Would they know where to find important household records, manage your online accounts or take care of your business website?

Some digital assets have financial value. Others hold years of memories. Both deserve a place in your estate plan.

A few thoughtful steps can make things much easier for your family:

✅ Create an inventory of the accounts and digital assets that matter most.

✅ Record what each account contains and what you would like done with it.

✅ Keep passwords and recovery codes secure and separate from your inventory.

✅ Set up tools such as Apple’s Legacy Contact or Google’s Inactive Account Manager, to help make it easier for your loved ones to access certain accounts and information.

✅ Tell your executor where the plan is stored and who they can contact for help.

And remember, you do not need to organize your entire digital life at once. Start with what has financial value, personal meaning or an important role in your household or business.

If you haven't thought about the estate plan for your digital life, we're here to help. We can work alongside your lawyer, accountant and other professionals to help ensure these assets are considered as part of your broader wealth transition plan. Private message us to get started!

Looking for more tips on how to handle the digital side of your estate plan? Check out our article. Link in the comments!

This Thanksgiving, we’re especially grateful for the people around us. To our clients, partners and community: thank you...
10/09/2026

This Thanksgiving, we’re especially grateful for the people around us.

To our clients, partners and community: thank you for your trust, your support and the relationships we’ve built together. It is a privilege to be part of your lives, businesses and plans for the future.

From all of us at RLF Advisory, we wish you and your loved ones a warm and happy Thanksgiving.

What if the next smart financial decision is to stop optimizing for more? 👀 For many successful executives, decades of b...
10/07/2026

What if the next smart financial decision is to stop optimizing for more? 👀

For many successful executives, decades of building a career and accumulating wealth can make one habit difficult to break: continuing to measure financial progress by how much you’re earning, saving and growing.

But once your financial plan shows that you have more than enough to support your long-term needs, the possibilities expand.

Maybe you can walk away from a role sooner than expected. Take the family on the trip you’ve talked about for years. Help your children at a stage when it could have a greater impact. Give more during your lifetime. Or reconsider how much investment risk you actually need to take.

The answer will look different for everyone.

In our latest article, our very own Greg Schmidt explores an interesting stage of financial planning: when the focus shifts from building wealth to deciding how you want to use it.

Read the full article: https://bit.ly/4zUdqms

This October, we're stepping up for a cause that is very close to our hearts. 💜 We’re participating in the Epilepsy Cana...
10/01/2026

This October, we're stepping up for a cause that is very close to our hearts. 💜

We’re participating in the Epilepsy Canada 1IN100 Challenge as Team Stepilepsy! We chose this name to represent the steps we’ll take together in support of epilepsy research and awareness.

One in 100 Canadians lives with epilepsy, including our teammate Kelsey Williamson. For us, every kilometre is a way to stand alongside Kelsey and the many individuals and families across the country whose lives are touched by epilepsy.

The challenge encourages participants to move 100 kilometres during October in whatever way works for them. Since we’re taking it on together, Team Stepilepsy has set a collective goal of 1,000 kilometres.

We’ll be walking, running, cycling and moving throughout the month, both on our own and as a group. Today, we’re starting with a team ice cream walk, which feels like a pretty sweet way to begin! 🍦

We look forward to sharing a few moments along the way and letting you know how far Team Stepilepsy travels by the end of October.

If you would like to learn more or support our team, please visit:
https://bit.ly/4rGF4j9

Today, on the National Day for Truth and Reconciliation, we take time to listen, learn and reflect. We honour the childr...
09/30/2026

Today, on the National Day for Truth and Reconciliation, we take time to listen, learn and reflect.

We honour the children who never returned home, the Survivors of residential schools, their families and Indigenous communities across Canada.

Reconciliation is an ongoing responsibility, and one that calls on all of us to keep learning from the past and consider the role we can play in building a better future.

A good group retirement plan does more than help employees save for retirement. It shows them you’re invested in their f...
09/23/2026

A good group retirement plan does more than help employees save for retirement. It shows them you’re invested in their future.

According to the 2025 Benefits Canada Healthcare Survey, 84% of plan members believe employers should support their health and well-being beyond simply providing a benefits plan.

Financial well-being is an important part of that picture.

A thoughtfully designed group retirement plan can help employees:

👉 Build long-term savings through consistent contributions.

👉 Better understand what they need to prepare for retirement.

👉 Benefit from employer contributions, where offered.

👉 Feel supported not only in the work they’re doing today, but in the future they’re building.

For employers, that can make a group retirement plan much more than another component of compensation.

It’s a tangible way to demonstrate that you’re willing to invest alongside your employees over time. And when people feel supported in reaching their long-term goals, it can strengthen their connection to the organization and give them another reason to stay.

A strong group retirement plan helps employees build toward their future, while showing them they’re an important part of yours.

Meet Christina Ackland, GBA, Client Service Specialist at RLF Advisory! 👋 Warm, dependable, and always willing to help, ...
09/16/2026

Meet Christina Ackland, GBA, Client Service Specialist at RLF Advisory! 👋

Warm, dependable, and always willing to help, Christina brings genuine care to everything she does. Building strong relationships is at the heart of her approach.

We caught up with Christina for our latest Team Spotlight:

☕ What’s your go-to coffee order?

Anything from the RLF coffee bar! There are lots of options, and I love our custom RLF blend.

🧭 What brought you to RLF, and what’s kept you here?

I was originally drawn to RLF because of Ian Carpick. We had worked together previously, he's a great person to work with. What’s kept me here is the team, the relationships we’ve built, and knowing that the work we do genuinely helps people through some of life’s biggest moments and decisions.

🤝 RLF talks about “Serving in a way that is meaningful, honourable and enhances the lives of others.” What does that mean in your day-to-day work?

Really listening and understanding what’s important to our clients. Whether we’re helping someone plan for retirement, think through wealth transition, or save for their family’s future, I want them to feel supported and cared for every step of the way.

💙 What’s something you’ve learned from your time with RLF Advisory that’s stayed with you?

Trust is everything. People aren’t just looking for financial advice. They’re looking for someone they can count on when they need guidance.

💬 What’s a book, movie, podcast – or even a quote – that's had an impact on you?

The quote "People will forget what you said, people will forget what you did, but people will never forget how you made them feel."

✅ What part of your work gives you the most satisfaction?

Making something easier for a client. I love being able to take some stress off someone’s plate.

3️⃣ If you had to describe RLF Advisory in just three words, what would they be?

Trusted. Knowledgeable. Dedicated.

☀️ What’s a simple pleasure or small daily habit that adds joy to your day?

Reviewing my day while enjoying my first cup of coffee.

🏒 🏐 When you’re not working, where can we find you?

Usually with family and friends, or cheering on my kids. We have kids in hockey and volleyball!

🫶 If you weren’t working in financial services, what’s another career path you could see yourself exploring?

Probably something that still involved helping people and building relationships, maybe counselling or a community-focused role. Or event planning! I love planning any kind of party.

Christina’s ability to listen, build trust, and make complex or stressful situations feel a little easier is a tremendous asset to both our clients and our team. She brings experience, care, and a genuine willingness to help every day, and we’re very glad to have her on our team!

09/09/2026

When it comes to family wealth, there’s an important difference between privacy and surprise.

Second marriages, common-law relationships, children from previous relationships and stepchildren can add another dimension to wealth transition planning.

Because in a blended family, “fair” doesn’t always mean “equal.”

You may be thinking about how to:

✅ Provide for a spouse while ultimately leaving certain assets to your children.

✅ Reflect the unique relationships, needs and circumstances within your family.

✅ Coordinate wills, beneficiary designations, insurance, trusts and asset ownership.

✅ Help your family understand the intentions and values behind your decisions.

Your family doesn’t necessarily need to know every detail or dollar amount. But sharing the “why” behind important decisions can provide valuable context and help everyone better understand what you hope your wealth will accomplish.

In our latest article, Jamie Campbell explores how thoughtful planning, open communication and collaboration between professional advisors can help blended families create a wealth transition plan that reflects both their financial objectives and family dynamics.

Read the full article: https://bit.ly/4iR6xMq

Labour Day celebrates the contributions and achievements of working people. It feels like a fitting moment to recognize ...
09/04/2026

Labour Day celebrates the contributions and achievements of working people.

It feels like a fitting moment to recognize the hard work behind the businesses, careers and success our clients have built over the years, too.

As summer begins to wind down and a busy fall season approaches, we hope the long weekend offers an opportunity to slow down, spend time with family and friends, and enjoy.

Just a reminder our office will be closed Monday, September 7, and we’ll be back Tuesday.

Wishing everyone a wonderful Labour Day long weekend!

Four years of building beds. And our biggest crew yet. 🛏️💙 Yesterday, our team traded spreadsheets and emails for sawdus...
09/02/2026

Four years of building beds. And our biggest crew yet. 🛏️💙

Yesterday, our team traded spreadsheets and emails for sawdust and power tools for our fourth Build Day with Sleep In Heavenly Peace - MB, Winnipeg. Once again, we were joined by our friends at Value Partners Investments and the Value Partners Charitable Foundation.

This has become a day our team genuinely looks forward to each year. There’s something pretty special about working side by side, turning stacks of lumber into beds that will soon have an important place in the homes of local families.

And with our biggest group of volunteers yet, we were able to build 33 beds for kids in our community!

We’re grateful to the Sleep in Heavenly Peace Winnipeg team for welcoming us back and for the work they do year-round to make sure more children have a safe, comfortable place to sleep - because no kid sleeps on the floor in our town!

All in all, it was a great day, a great group of people, and a few more beds ready for their new homes.

Address

37 Edmonton Street
Winnipeg, MB
R3C1P8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(204)5942210

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