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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Simply Put: What is critical illness insurance?
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
CERB Alternative: The CRA Offers $1,600 CRB for Non-EI Claimants
The CRA is bringing a whole new benefit in October that will replace the $2,000 CERB. The new CRB will give all non-EI claimants $1,600 every month up to 26...
Don’t fall short in your retirement planning
If you want a financially secure retirement, you’ll need to think first about what you want it to look like, and then how you’ll pay for it.
Can you use an RESP for an apprenticeship?
Think you can only use an RESP for full-time university or college? Think again -- these powerful savings tools go well beyond academics....
Can't decide whether to send your kids back to school? Here's what the experts say
Sunday is decision day for many Ottawa parents. Should you send your kids back to school in September? Here's some expert advice.
How to manage anxiety as the world reopens
Feeling anxious about getting back out there? You’re not alone. Here’s how you can cope with stress and anxiety as COVID-19 restrictions wind down....
Federal government COVID-19 tax updates
CPA Canada is a respected and influential voice relaying matters raised by our members to the Canada Revenue Agency (CRA) and working collaboratively to...
How COVID-19 has changed Canada's economy for the worse — but also for the better
Every facet of Canadian life has been changed by the coronavirus pandemic, from how we live to how we shop, eat and work. While not all changes have been for...
How an advisor can help your business
"Great things in business are never done by one person. They are done by a team of people" ~ Steve Jobs
As a #financialcoach I am part of your business' financial team- helping to put strategies in place to reach your goals! In cooperation with your accountant, and business strategies, we work together to help your business be a success!
As a #financialcoach I am part of your business' financial team- helping to put strategies in place to reach your goals! In cooperation with your accountant, and business strategies, we work together to help your business be a success!
Over half of all Canadians do not know how to find virtual care
The COVID-19 pandemic has put a spotlight on the importance of virtual care. Once an emerging trend, it's now a necessity for health care in Canada. Yet...
6 smart strategies for first-time home buyers
It's important to consider not only what you can afford now, but what you’ll be able to swing if a baby comes along, your career goes off-track, or the...
How to ensure your inheritance goes to your children and not the taxman
Your inheritance is too important to leave up to chance. These strategies will help set you and your family up for success.
Pattie Lovett-Reid: Should you invest your CERB payment?
If you’ve recently taken up a new hobby of day-trading it’s important to remember that the CERB is intended as short-term assistance; not to invest. Instead, put it towards debt repayment to help build your balance sheet.
How to transition to life after COVID-19.
After going through a lengthy lockdown, coming out into the new “normal” might seem daunting and can amplify feelings of anxiousness and stress. So how can we get back into our routine? Here are some great places to start.
How the coronavirus pandemic could change the way we think about retirement in Canada
Preparing for retirement is a multi-faceted approach built on the premise that economic conditions will remain stable. How could the current pandemic reshape retirement in Canada? Learn more here.
Pattie Lovett-Reid: Three real estate trends emerging from the coronavirus pandemic
From backyard and home renovations to purchasing a new property, these are just a few unintentional treads in real estate emerging out of the pandemic.
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