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Blog

Family sitting at a table together for a holiday dinner
Veronique Shanks | May 16, 2023

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Veronique Shanks | May 9, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Parent reading a book to their newborn child
Veronique Shanks | May 2, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Toddler standing at the bottom of a stone staircase
Veronique Shanks | Apr 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Veronique Shanks | Apr 26, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Woman in a suit holding a piece of paper. She is in an office setting.
Veronique Shanks | Mar 24, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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A folder with the word "TAXES" on it. There is various stationery scattered around the folder.
Veronique Shanks | Mar 24, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Students looking at a laptop
Panagapka Wealth Management | Sep 1, 2020

Should My Child Go Back to College This Fall?

Education
Finance
COVID-19
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020.
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woman sitting at table
Panagapka Wealth Management | Aug 1, 2020

Will the Canadian Emergency Response Benefit Affect My Finances?

COVID-19
CERB
Finance
Over 8 million individuals have applied for the Canadian Emergency Response Benefit (CERB) since its inception in March 2020.
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Panagapka Wealth Management | Jul 1, 2020

Retirement Success

Retirement
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety.
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27 Prospect Avenue,
Kirkland Lake, ON  P2N 2V3

Contact Info

P: 705-567-5555
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E: kl55@ntl.sympatico.ca

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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