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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.
Are You Saving Enough by 35? See How You Stack Up
Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
Eat your fruit and veggies to help your mental health
A new study suggests a diet rich in fruits and vegetables can help alleviate psychological distress.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Inflation rate rose slightly to 1.9% in June as vehicle and clothing prices climb | RCI
This comes after Statistics Canada said the pace of inflation held steady in May at 1.7 per cent.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
More Canadians are counting on their homes to finance retirement: Dale Jackson
A recent survey from the Healthcare of Ontario Pension Plan (HOOP) shows the family home has become a growing part of Canadian retirement plans.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Dividend tax squeeze to hit record 3.7 million people - IFA Magazine
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing investors, with the number of individuals paying dividend tax expected to reach a record 3.67 million in the 2024/25 tax year.
Median salaries for Canadian accountants outpace inflation
Compensation growth for accountants rose 7.7 per cent outpacing inflation over the past two years at 6.4 per cent, according to a report from Leger, a market research company, for CPA Canada.
Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.
Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to me at 306-502-5610 to set up an RESP for your child.
Get in touch to me at 306-502-5610 to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to me at 306-502-5610 to set up an RESP for your child.
Get in touch to me at 306-502-5610 to set up an RESP for your child.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to me at 506-502-5610 to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to me at 506-502-5610 to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to me at 506-502-5610 to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to me at 506-502-5610 to review your financial situation and make necessary adjustments.
9 anti-inflammatory breakfast ideas to kickstart your day
An anti-inflammatory breakfast can include smoothies, overnight oats, and chia seed pudding. You can also enjoy savory options, such as veggie-rich egg dishes.
Building A Workplace Wellness Tool Kit: Four Initiatives To Consider
Working in any business environment is often going to be fast-paced and stressful in some regards. That’s just the nature of the beast. The problem, however, is that high-demand, high-stress jobs can be detrimental to people’s health. Today, more workers are dealing with stress and burnout.
Rewriting the Rules of Aging, One Run at a Time
Ellen Demsky picked up running in her 60s. Now 84, she’s still going—and showing others how to thrive mentally and physically.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out to me at 306-502-5610!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out to me at 306-502-5610!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out to me at 306-502-5610!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out to me at 306-502-5610!
Decumulation: Turning retirement savings into retirement income
Take control of your personal finances. Check out these resources to get started.
The Strategic Advantage Of Asset Location
What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.
Household financial stress rising | Investment Executive
The financial pressure on households from deteriorating economic conditions is starting to show up in the performance of Canadian asset-backed securities.
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.