COVID-19 Updates

From the onset of the pandemic, we have been watching the COVID19 developments unfold around us.

Our focus has been on our clients and keeping our community up-to-date with resources and personalized financial strategies.

All of our Money Coaches are using physical distancing practices and working by phone and online meeting tools. These are the service delivery methods that we have many years of experience in.

We are dedicated to serving our clients and community by:
  • Providing services to our clients and community by phone and online meeting tools
  • Encouraging our staff and contractors to work from home and practice social distancing
  • Carrying out the highest available service standard of sanitization when in-person connections are required
  • Encouraging staff, contractors, and clients to stay informed about the facts through reputable sources: Public Health Agency of Canadathe World Health Organization
  • Sharing tips, commentary, and resources on our blogFacebook, and Twitter on how to navigate these challenging times with more confidence and ease.

        If you have any questions or want to discuss the impact of the markets or economy on your financial plan, we’re here for you.

        You can call your Money Coach directly, or you can reach us via email:

        Read our articles related to the pandemic on budgeting, retirement planning, and investing:

        Additional Resources: