Today I want to share with you a tool that has helped me in managing my day-to-day financial expenses. If at the end of each month, you find yourself wondering where your money went, or if you are wondering how your credit card bill got to be so big, or if you aren’t satisfied […]
It’s that dreaded time-of-year again – I am not talking about winter, but tax season. Did you know there is a difference between tax planning and tax preparation? A tax preparer helps you file your taxes, whereas a Certified Financial Planner® can help you plan and execute a strategy in advance of tax time, helping […]
Here are some of the most frequent questions asked by late-starters who feel they haven’t done enough. Can I start investing today and retire comfortably at 65 or earlier? Can I afford to keep my lifestyle? Can I retire debt-free? Good news is, if you’re 50 today you still have 15 years to go! You can […]
Getting a group insurance from work can provide us with a sense of security. When we first get our benefits package, it can be exciting to see all the things we are covered for. However, it is important to know both the pros and cons of having work insurance. Every once in a while, I’ll […]
Credit is a critical tool in your financial toolbox and one of the most important measures of your ability to access it is your credit score. Whether you wish to finance a car, buy a home or real estate investment, or start a business, a better score will qualify you for better interest rates and […]
According to latest report from Statistics Canada, 21.9% of Canadians are immigrants, the highest share in 85 years! And, it is predicted that by 2036 immigrants will represent 30% of the Canadian population. Are you new to Canada? Then you will know that every year thousands upon thousands of newcomers make their new home in […]
It’s that dreaded time-of-year again – I am not talking about winter, but tax season. Did you know there is a difference between tax planning and tax preparation? A tax preparer helps you file your taxes, whereas a Certified Financial Planner® can help you plan and execute a strategy in advance of tax time, helping […]
Your parents are growing older, and it is important that you ask them the right questions to help secure their financial life as much as possible. If you are the child who is most likely to be called upon if they get sick, hospitalized, or pass away – it is important for you to know […]
9 February: E-filing open for residents and immigrants in Canada for 2017 tax year 28th February: T4, T4A, T5 Receipts 1st March (11:59 pm): RRSP deadline for tax year 2017 30th April: Deadline to Pay Income Taxes Owing 30th April: 2017 Tax Filing Due Date for Individuals 15th June: 2017 Tax Filing due date for […]
It’s never easy making transitions, and even more difficult when it’s because you’ve been laid off. We’ve helped a lot of clients on this journey and decided to share some tips and considerations as part of our ‘Real-Life Series’. Avoid Financial Pitfalls by Finding Your Blind Spots Contact Us Today Here’s the real-life situation: Experienced […]