Curiously comfortable wealth conversations.

The word “new” appears a lot at the beginning of the new year. There are new resolutions, new habits, new jobs, new haircuts and more. Among those new resolutions, more and more Canadians are thinking about their own future, and that of their loved ones, which is why creating a last will and testament is the number one financial resolution of 2024.

If you’ve been to the grocery store recently, you may have noticed a considerable rise in prices. All of a sudden, the cost of bread, milk, eggs, meat and your overall weekly food bill has gone up. And it’s not just food; prices have increased across the board. Filling up at the gas station, buying holiday presents, eating at a restaurant, even your car insurance — everything costs a little bit more nowadays. It’s called inflation and it’s currently at the highest level it’s been in two decades.

Many of us understand the basics of managing our finances. But life gets busy. Between hectic work or school schedules, family and our social lives, there isn’t always a lot of time to think things through and you may start to wonder if you’re making the right choices. That’s why financial advisors exist. They’re here to guide you so you can balance your financial needs today with your goals for tomorrow.