Blog Posts

....time to make plans?

Congratulations! Instead of having a tax bill this year, you received a refund. Money in hand or coming soon, you may be wondering about its best use.

As a member of the Canadian Association of Gift Planners (CAGP), I am also a representative for Will Power

David Edgeley chose Nahanni Ackroyd to take over his financial advising business. Dana Collette interviewed him to find out more.

Financial planning? Um, I think I'll go shovel again...

Melanie Hopkins recently created the logo for Ackroyd Financial Services. Learn more about this talented artist.

From paying down debt to parking the funds for a future purchase or splurging on yourself after a tough year, there are lots of options when it comes to your tax refund.

Are you among the many Canadians who are finding it increasingly difficult to stay on top of living expenses or save money during the enduring COVID-19 pandemic?

A commonly misunderstood millennial stereotype is the age group’s spending habits – eating out regularly, spending money on travel and not thinking about saving for long-term goals. However, studies show that millennials are focused on saving, investing and paying down their debt.

These are difficult times for Canadians as we confront the second wave of COVID-19 and head into a holiday season that’s shaping up to be decidedly less festive.