Feel Good About Your Financial Future

phone icon

SMART Advice


Everyone from your next door neighbours and colleagues to your friends and family members might try to offer you financial planning advice. But do they have the present-day knowledge and resources to provide SMART Advice?

Charlie Brophy and his team combine years of experience with leading-edge knowledge of financial strategies and resources. They stay up-to-date with the very latest laws, regulations and news—so that they can build a plan that works for you today and anticipates the challenges of tomorrow.

Whether you are getting married, supporting your adult children, thinking about retiring, or just looking for ways to get the most out of your investments, you’ve come to the right place to get helpful tips from Charlie’s SMART Advice Blog:

A new marriage automatically revokes an existing will

Did you know Let’s consider this scenario: Robert is a man in his 60s who lives in Ottawa. He has been divorced from his wife for 15 years and they have two sons together. Robert meets a lovely woman named Elizabeth at a Golf and Country Club, and after a five-year courtship, Robert and Elizabeth…

Posted in Marriage | Comments Off on A new marriage automatically revokes an existing will

On-line Tools and Calculators

Do you want to know if you qualify for a mortgage?  Are you looking for guidance regarding your cash flow?  Would you like your net worth illustrated? Would you like to calculate your RRSP or RESP?  We have these and other helpful tools and calculators at your fingertips.

Posted in Online tools | Comments Off on On-line Tools and Calculators

Note: There is no one-size-fits-all approach to financial planning. In fact, trying to choose and manage multiple investments and financial products yourself can put your financial future at risk. Consider Brophy Financial Planning’s Total Life Strategies Program if you would like experienced financial planners to help you build a custom financial strategy that fits your life and your goals.