Smokin Bulls

Smokin Bulls Two curious minds tackling business, money, lifestyle and a lot more informative topics that are sure to fire up equally curious minds.

In the fast-evolving age of technology, Dave and Tyler share their journey on how podcasting became their platform to remotely share their vast knowledge in business to hundreds of people. Take a peek at their exciting podcast plans, Smokin’ Hot topics, and relatable experiences in the ‘new normal’ world of business. Our philosophy is based on many beliefs and values that guide us in the daily operation of our practice and interaction with our clients. We believe there is always the potential for adversity and market uncertainty, and that it is our responsibility as advisors to maintain consistent investment and planning strategies. We believe clients should work with a network of professionals who work together to provide the best financial, tax, and legal advice. As your investment advisors, we will coordinate the solutions involving your tax, investment, insurance, and estate planning needs. We believe every client is unique and their plan should reflect this through personalized recommendations with measurable results. By adhering to these core values and philosophies we provide our clients with an unparalleled experience.

🏡 Making a change to your living situation in retirement shouldn't feel like a rush. It’s all about downsizing on your o...
09/17/2026

🏡 Making a change to your living situation in retirement shouldn't feel like a rush. It’s all about downsizing on your own terms.

The secret to a smooth transition is to start exploring your options early. Take the time to test out new communities in different seasons, carefully review condo bylaws, and weigh the practical trade-offs before making a final transition. Proper forethought keeps you firmly in the driver's seat.

In our latest article, we outline a strategic checklist to help you plan your next move with clarity and confidence. Read the full guide in our newsroom today!
🔗 https://ow.ly/Ew8150ZkOyN

09/16/2026

Forget downsizing or upsizing—it’s all about "right sizing" your home! Whether you need space to host grandchildren or want a low-maintenance condo for traveling, fitting your home to your actual lifestyle math prevents costly surprises in retirement! 🏡🔑✨

🏡 To move or to age in place? It’s one of the biggest financial and lifestyle decisions older adults will face.While mov...
09/15/2026

🏡 To move or to age in place? It’s one of the biggest financial and lifestyle decisions older adults will face.

While moving to a smaller home can unlock valuable home equity and significantly reduce ongoing property maintenance, the structural reality is that the majority of older adults now prefer to stay in their current homes. Navigating this "downsizing dilemma" requires careful planning long before the physical transition actually happens.

In our latest article, "Planning Ahead: Giving Forethought to 'Rightsizing' Your Home," we look at both sides of the coin to help you evaluate which path aligns with your retirement goals and wealth strategy.

Read the full insight in our newsroom today!
🔗 https://ow.ly/8vuQ50ZkOoL

Why young adults need Powers of Attorney.When our children reach legal adulthood, we naturally celebrate their independe...
09/10/2026

Why young adults need Powers of Attorney.

When our children reach legal adulthood, we naturally celebrate their independence. However, many families are caught completely off guard to learn that parents no longer have the automatic legal right to manage an 18-year-old's financial affairs or medical decisions during a crisis.

Establishing Powers of Attorney (POA) for personal care and property is essential to allow parents to step in and help if their young adult child faces an emergency. Proactive legal planning ensures you can protect them when it matters most.

Read our full guide in the newsroom today!
🔗 https://ow.ly/s0yg50ZkOeO

09/09/2026

The day your child turns 18, you automatically lose legal authority over their medical and financial decisions. If an emergency occurs, parents cannot automatically step in without a Power of Attorney or Personal Directive—often requiring a lengthy court application for guardianship instead! 🔞📜✨

🎓 Sending your child off to university or college is a proud milestone, but many parents overlook a critical legal reali...
09/08/2026

🎓 Sending your child off to university or college is a proud milestone, but many parents overlook a critical legal reality. The day your child turns 18, you lose automatic legal access to their medical and financial decisions.

Establishing Powers of Attorney (POA) for personal care and property is essential to allow parents to step in and help if their young adult child faces an emergency. Without these documents in place, navigating an unexpected medical or financial situation can become a legal nightmare.

In our latest article, "What Happens When a Child Becomes an Adult?", we break down the necessary steps every family should take to protect their young adults.

Read the full guide in our newsroom today!
🔗 https://ow.ly/6f5250ZkO8h

📝 Could your registered accounts be overriding your will?Life circumstances change, but many people forget to update the...
09/03/2026

📝 Could your registered accounts be overriding your will?

Life circumstances change, but many people forget to update their paperwork to reflect those changes. It is a common estate planning pitfall: failing to regularly review your account designations can result in unintended asset distributions, completely bypassing the instructions in your will!

In our latest article, "Estate Planning: Don't Let Outdated Accounts Override Your Will", we explain why keeping these documents current is absolutely essential for protecting your legacy.

Read the full insight in our newsroom today!
🔗 https://ow.ly/6XVj50ZkNOc

09/02/2026

Did you know that beneficiary designations on accounts like life insurance, TFSAs, and RSPs bypass your will entirely? Keeping your beneficiaries updated protects your money from probate, lowers tax friction, and safeguards your assets against estate liability! 📜💸✨

📝 Did you know that some of your assets can completely bypass the lengthy probate process?When planning your estate, min...
09/01/2026

📝 Did you know that some of your assets can completely bypass the lengthy probate process?

When planning your estate, minimizing friction and costs for your loved ones is always a top priority. In our latest article, "The Hidden Power of Beneficiary Designations," we explore a simple but highly effective strategy to protect your legacy. Properly designating beneficiaries on your accounts allows for much faster wealth transfers and significantly reduced estate administration fees.

Read the full insight in our newsroom today!
🔗 https://ow.ly/TUPG50ZkLtC

08/28/2026

Helping your kids or grandkids buy their first home involves far more than just writing a check. From co-signing credit risks and tax implications to family drama and estate planning surprises, proper financial planning is essential before making any major moves! 🏠💸✨

Address

1524 91 Street SW. , Suite 212
Edmonton, AB
T6X1M5

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+17804845777

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