Financial planning

Secret sauce

3 Biggest Mistakes Investors Make In Volatile Markets

Investing through market volatility can be challenging. Should you go to cash?…

  • Apr 4, 2022

 

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Investing in positive change

We believe we are at the beginning of a once-in-a-generation economic transformation.…

  • Mar 7, 2022

 

When you contribute to an RRSP, that money is tax exempt for as long as you keep it in the plan and, even better, your contributions will reduce your overall tax burden each year.

Why the RRSP May Be Our Most Important Tax Planning Tool

It’s more than just a retirement savings account

  • Jan 31, 2022

 

Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021
Financial wealth manager Dale Lamb. Photography by Lia Crowe
With 10 years of experience in financial services, Laura Wierzbicki offers comprehensive and fully customizable financial strategies and solutions.

Is it the right time to invest?

Investing regularly + balancing your investments to achieve your financial goals!

  • Feb 8, 2021
With 10 years of experience in financial services, Laura Wierzbicki offers comprehensive and fully customizable financial strategies and solutions.
A loss of revenue due to facility closures is being looked at in Lake Country. (File photo)

COVID-19 throws a curve ball at Okanagan district’s finances

Reduced revenues halt funding for the remainder of the year

A loss of revenue due to facility closures is being looked at in Lake Country. (File photo)