Starting January 2020 the Ontario government’s OHIP coverage for some types of out of country medical costs has changed or been eliminated. While the previous emergency coverage was
Read More
The TFSA new contribution limit for 2020 is $6,000, this is the same amount set for 2019.
Do you want to start a TFSA? Have your taken withdrawals from your TFSA?
What is the age I can start a TFSA? Breakdown of the TFSA Annual Dollar Limits by Year
Read More
Yoga can help to alleviate the stress, anxiety, and aches and pains that come with the digital age. Here are some yoga moves you can do anywhere, even at work.
Read More
So, if you are contemplating a career change, you’re not alone. And whether a leap into another profession is by choice or necessity, smart financial planning can help protect…..
Read More
A Photo Book For Every Memory And Occasion
Upload Photos From Anywhere
Upload photos from your computer, Facebook, Instagram. Keep them for FREE on Mixbook for as long as you want.
Start As Many Projects As You Want
Read More
When you sell an investment that has increased in value you may realize a capital gain. As an investor you realize this gain when you sell all or part of your investment. The gain is calculated when you subtract the selling price of the investment from your ACB (Adjusted Cost Base).…..
Read More
It’s an everyday occurrence around our office. Women come in and apologize to us for their lack of investment knowledge. All I have to say is “ladies, you’re not giving yourself enough credit. You know more than you think!”
Read More
It’s still summer but many students are getting ready to head off to School. Some to preschool and others to university / college in the fall. You may be thinking of what they'll need to bring and some may still be trying to figure out how to pay for it. See below for a few tips on how to save if you're just starting this long road, as well as a few tips to help prepare for packing for the move away to school.
Read More
Please follow the step by step Tutorial snap shots below to REGISTER FOR ONLINE ACCESS!
We are here to help, and we want to make this process easy for you. Your accounts are view-able online and we want to make sure you can easily access them, and LINK them together if needed. ( For the Linking Option, please continue to the bottom)
...
Read More
Before you can make any plans for your financial future, you have to figure out where you stand today.
Use this form to help determine your net worth
...
Read More
Take Control of Debt
A successful four-step formula - reprinted from Fidelity Investments
Over the last decade, Canada has become addicted to debt. According to a March 2004 report issued by Statistics Canada, for every $100 in disposable income, Canadian households owed an average of $102.90 in debt including consumer credit and mortgages. Obviously, owing more than your income is rarely a good way to achieve financial independence. So if you find yourself having difficulty staying ahead of your bills, take heart. There are ways to reduce your debt and take back control of your finances. Here are four simple steps to help get you started.
This time of year we always receive a lot of calls, for missing tax slips, or for those who want to receive their slip early to file their taxes early...............We want to help simplify this process for you.
...........My Account is an easy option to help you! It will allow you to track your refund, view or change your return, check your benefit and credit payments, view your RRSP limit, as well as your TFSA Contribution limit. You can set up direct deposit, receive online mail, and so much more
Read More
2018 marks my 10th year as a Certified Financial Planner. Although I’ve been in this business for 21 years now, 10 years ago I decided to go the added mile for my clients and myself and take the education to become a certified specialist in financial planning.
Read More
This is the time of year when we have many calls from clients asking when they can expect their investment receipts.
Below is a timeline what investment slips to look out for and when they are typically mailed out.
Read More
Sometimes Clients have Questions regarding MER's and how they work.
Read More