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
  • Businesses
  • Professionals

Based in Edmonton, Alberta

Hands writing on documents in a meeting, with a tablet on the table.
August 6, 2026

Essential Insurance: What You Need and What You Can Skip

Navigating insurance can feel like trying to decipher a secret code, can’t it? You want to make sure you’re protected without paying for things you’ll likely never use. So, what insurance is truly essential, and what can you probably skip? The short answer is that “essential” insurance is highly personal and depends on your individual […]

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A professional working with financial documents at an office desk.
August 6, 2026

Incorporation for Professionals: Is It the Right Move for You?

Deciding whether to incorporate your professional practice is a big step, and it’s one many Alberta professionals wrestle with. The short answer? Setting up a professional corporation can be a smart move for many, offering significant benefits in terms of tax efficiency, financial flexibility, and professional credibility. However, it’s not a one-size-fits-all solution. Your individual […]

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