Chris Merrick discusses how holistic financial planning goes beyond numbers to support clients' life goals, taxes, estate plans, and peace of mind.

Article based on my contributions to the article by The Canadian Pres: Cash ETFs offer yields and liquidity for funds on the sidelines, finance experts say You want to keep cash available to seize market opportunities, but you don't want it sitting idle and earning next to nothing. This is where cash exchange-traded funds (ETFs) can play a valuable role in your financial strategy, offering a blend of liquidity and return that is increasingly popular among Canadian investors. So, what exactly...

Tempted to go all-in on stocks? For young investors, a diversified portfolio is key to long-term success. Understand your risk tolerance and learn why a balanced investment strategy, including fixed income, is crucial for navigating market changes and securing your financial future. A proper asset mix is vital for growth and stability.