Financial planning

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

How INSURANCE fits in a Total Wealth strategy

For most people, Total Wealth Planning means investing. For Dave Lee, that’s just the beginning

  • Mar 8, 2021

 

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

Where does family fit in your financial plan?

More than fancy math, a great plan centres on you and those you love

  • Feb 22, 2021

 

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

When working with a financial advisor ‘pays dividends’

For many British Columbians, now’s the time to tackle neglected tasks — including their investments

  • Jan 18, 2021

 

Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.

When planning for your future, DIY isn’t always the best idea

What’s the value of good advice? When it comes to your investments,…

  • Jul 13, 2020
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.
Complacency can lead to emotional decision-making when volatility does happen, and that’s when investors make the biggest mistakes, says Surrey-based financial advisor Tanya Wilson, right, with client service specialist Mallory Pearson.

Why emotions and investing don’t mix

Surrey advisor shares why understanding your investment risk tolerance is vital

  • Jun 15, 2020
Complacency can lead to emotional decision-making when volatility does happen, and that’s when investors make the biggest mistakes, says Surrey-based financial advisor Tanya Wilson, right, with client service specialist Mallory Pearson.
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says a comprehensive financial plan is vital, especially during times of market volatility.

Why a comprehensive financial plan is vital in volatile times

When life throws us curve balls, whether it’s an unexpected career change…

  • May 25, 2020
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says a comprehensive financial plan is vital, especially during times of market volatility.