After first hearing Jackie on Your Money, Bonnie spent more than a year pondering whether to reach out. A divorced Mom of two adult children, she had just decided to start a business and knew she needed someone to help her with all the financial uncertainty that lay ahead. After researching Jackie’s credentials and visiting the
Stu and Alison have a beautiful love story – a whirlwind romance rooted in connection, shared values, and a deep passion for mental health. But while their relationship felt aligned, the story they were telling themselves about money did not. They struggled with cashflow clarity and often felt like they were making financial decisions reactively,
When Karen lost her spouse, Ken, she was suddenly faced with navigating not only her grief, but a complex financial path she never expected to walk alone. Settling his estate brought unexpected challenges. Due to circumstances beyond her control, what followed was a long and often frustrating process, filled with dead ends, paperwork, and moments
As co-owner of Millennium Express Ltd, Becky wanted to offer more to her employees than just a pay cheque. With Cheryl’s support, she created a group benefits plan that reflected her values and gave her team the security and support they deserve.
Retiring at 70 was never about slowing down for Madonna, it was about doing it her way. With a clear and confident retirement plan, she’s enjoying the freedom she worked so hard for, with no second-guessing.
Returning home to Newfoundland with dreams of building a forever home, Rebecca and her family encountered more than a few setbacks — including job loss and a child in the NICU. Through it all, we helped them stay grounded with a flexible financial plan tailored to life’s unpredictable turns.
After the sudden loss of her husband, Jennifer faced the unimaginable; raising three daughters alone while navigating grief and financial uncertainty. With guidance and support, she gained clarity, financial security, and the confidence to face a future she never anticipated.
Together, Craig and Jane raised a blended family of five while juggling busy careers. They managed their cashflow, avoided unnecessary debt and saved for retirement. Several years before they were ready to make the transition to semi-retirement, they sat with a member of the Lupin Planning Group team to look at their numbers. While they