A Lavoro advisor reviewing a plan

From our advisors

Notes on the work.

Practical thinking on financial security planning — written by the advisors who do the work.

  • Individuals
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  • Professionals

Based in Edmonton, Alberta

A senior couple calculating expenses at a home office desk with documents and notes.
August 6, 2026

The True Retirement Number: How Much Is Enough?

So, what’s the magic number for retirement? It’s a question that pops up a lot, and honestly, there’s no single, easy answer. If you’re looking for a headline figure, industry surveys consistently find that Canadians believe they need somewhere in the neighbourhood of $1.5 million to retire comfortably – and that perceived number has been […]

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Business professionals collaborating on financial documents in an office.
August 6, 2026

Key-Person Insurance: Safeguarding the People Who Drive Your Business

You’re probably wondering if your business could survive if a crucial person – the one who makes things happen – suddenly wasn’t around. Key-person insurance is essentially a financial safety net designed for exactly that scenario, helping to keep your business afloat during a crisis. What Exactly is Key-Person Insurance? Think of your business like […]

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