Maria, a Canadian citizen, and her European husband are business owners in Germany. They have 3 children, aged 17, 15 and 11. The family wants to move to Canada, so Maria’s Canadian parents agreed to look after the children while Maria and her husband return to Germany to sell their business and home over the

Shruti is a 59-year-old female who worked tirelessly in the hotel industry for the past 21 years. She came to us four years ago for a retirement assessment, as she was unsure how much longer she could physically continue to work. She had diligently saved $100,000 in RRSP GICs earning 1-3%/yr, and no TFSA with

SoHyea arrived in Canada as an international student five years ago from Korea, and was hired after graduation to be a software developer at one of the world’s biggest technology companies. She’s working on obtaining her permanent residency in Canada right now, and intends to move to the US in the next 2-3 years. She had

The Downside of Cookie-Cutter Advice Peter Wong was a chef and his wife, Mary, a hairdresser before immigrating to Canada. A language barrier prevented them from finding employment, but they found work in a local grocery store. They didn’t know much about Canadian finances, but knew they needed to save for their future. They opened