Death can be very taxing, in more ways than one. First, there are the emotions everyone goes through. Then all the financial stuff that must be sorted through…..
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How you can help adult children without jeopardizing your own financial future.
With the cost of housing and education continuing to rise in Canada, it’s more difficult for younger generations to get established.
Interest rates are so low, maybe it’s time to look at what the real risk is.
This is the time of year when we have many calls from clients asking when they can expect their investment receipts.
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Stop overthinking it and just do it
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Think Globally when it comes to investing
It’s hard to figure out what the next hottest market will be so it’s a good idea to have a geographic mix.
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Sometimes the hardest part of investing is just staying in the market during tough times!! However, look at how it pays off!
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One of the common questions we receive is “Should I put money in a TFSA or in a RRSP?” Good question and it totally depends on your unique situation.
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Now that we are deep into our emergency COVID lockdown you may find this link useful if your employer is requiring that you work from home.
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I’m here for you…if you have a change of address, name change, need an appointment or an update to your beneficiaries please contact me and I can process these for you.
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‘The best kind of friendships are fierce lady friendships where you aggressively believe in each other, defend each other, and think the other deserves the world.’
I’m Jodi’s Executive ASSISTANT and I love my job
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Wednesday mornings are typically our “Team Huddle” time. I like to call it that because we approach everything as a team ….
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The TFSA new contribution limit for 2021 has been officially released. That limit is $6,000, matching the amount set in 2019 and 2020.
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Want to Know your REAL values – take a look at your bank transactions!
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Some folks love a good cup of Coffee. Or maybe even an Expresso. Unfortunately, I don’t love the taste of coffee…
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