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Seven Areas of Financial Life

Seven Areas of Financial Life

by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Tax, Wealth

Most people’s financial life consists of seven areas of planning – cash/debt management, education planning, estate planning, investment planning, insurance/risk management, retirement planning, and tax management.  It’s interesting to note the process of...
Become an investing pro at any age via this video series

Become an investing pro at any age via this video series

by Tim Ansley | Sep 23, 2025 | Lifestyle, Retirement, Tax, Wealth

Starting early on your investment journey is key to reaching your goals, like saving for your first car or traveling the world. But smart investing requires understanding the fundamentals. Master the ABCs of investing with this series of easy-to-follow educational...
Money Visuals

Money Visuals

by Tim Ansley | Sep 19, 2025 | Lifestyle, Retirement, Tax, Wealth

5 Mistakes People Make When Hiring A Financial Planner

5 Mistakes People Make When Hiring A Financial Planner

by Tim Ansley | Sep 18, 2025 | Lifestyle, Protection, Retirement, Tax, Wealth

Hiring a financial planner can be a great decision for anyone looking to take control of their finances and plan for their future. However, it’s important to do your research and avoid some common mistakes that people make when hiring a Canadian financial...
Psychology of Money & False Sense of Security

Psychology of Money & False Sense of Security

by Tim Ansley | Sep 14, 2025 | Lifestyle, Protection, Retirement, Tax, Wealth

I was recently reading an interesting article about the psychology of money and wanted to share some of it with you. We all know that we should never underestimate the power of compound interest but did you know that if Warren Buffet had started investing at age 30...

Recent Posts

  • Retire 30% wealthier? Why not more?
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  • Seven Areas of Financial Life
  • 5 Clever Personal Finance Rules
  • Lessons From 20 Years of Managing Money

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Phone: 416-259-0946
Paul Polyviou | Senior Wealth Advisor & Associate Portfolio Manager | ppolyviou@harbourfrontwealth.com

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