Tax Tips for the Self-Employed
When you are self-employed, it’s important to understand how you are taxed and what expenses are deductible. This infographic provides key tax tips to help you stay prepared.
Blogs on insurance and wealth management
Importance of diversification
Attached is a video link that highlights the importance of diversification. Diversification ensures that your investments are not concentrated in a single area but spread out over a broad variety of different asset classes. This video explains why it’s important…
The Importance of Naming a Power Of Attorney
Why a Power of Attorney is Essential for Your Family's Future Security The Importance of Naming a Power Of Attorney? Whether it’s managing your finances, making healthcare decisions or helping your parents or loved ones avoid potential family conflicts, having…
Taxes on investment income
When you have non-registered investment accounts, income is typically associated with them. Understanding the types of investment income and how the CRA taxes these income types is important in an investor's financial journey. This infographic summarizes this information so that you can…
Financial Checklist for Expecting Parents
Welcoming a new baby is exciting, and financial preparation is key. This video provides clear, practical, and insightful guidance on budgeting, savings, insurance, and future planning. It’s reassuring, empowering, and structured, making financial decisions approachable. With valuable, trustworthy, and practical…
Smart Financial Planning for Expecting Parents: Secure Your Future Today
As you prepare for your baby's arrival, it's important not to overlook your financial planning. Proactive planning will help you make decisions today to protect your finances in the future, reducing stress during this time in your life. This video…
Podcasts
Time horizons and how they factor in the types of investments you choose
When planning your investments, it’s crucial to consider how long you’ll need to invest to reach your financial goals. A well-diversified portfolio can include a mix of investments, allowing you…
Market Minute – Estate Planning
https://www.youtube.com/watch?v=RGJ7TW-82os
More Articles
Tax Tips for the Self-Employed
When you are self-employed, it’s important to understand how you are taxed and what expenses are deductible. This infographic provides key tax tips to help you stay prepared.
Importance of diversification
Attached is a video link that highlights the importance of diversification. Diversification ensures that your investments are not concentrated in a single area but spread out over a broad variety…
The Importance of Naming a Power Of Attorney
Why a Power of Attorney is Essential for Your Family's Future Security The Importance of Naming a Power Of Attorney? Whether it’s managing your finances, making healthcare decisions or helping…
Taxes on investment income
When you have non-registered investment accounts, income is typically associated with them. Understanding the types of investment income and how the CRA taxes these income types is important in an investor's financial…
Financial Checklist for Expecting Parents
Welcoming a new baby is exciting, and financial preparation is key. This video provides clear, practical, and insightful guidance on budgeting, savings, insurance, and future planning. It’s reassuring, empowering, and…
Smart Financial Planning for Expecting Parents: Secure Your Future Today
As you prepare for your baby's arrival, it's important not to overlook your financial planning. Proactive planning will help you make decisions today to protect your finances in the future,…
Why Talking About Insurance with Your Loved Ones is Essential for Financial Security
Many families spend years building financial stability and investing in their futures, but it’s easy to overlook the need for open discussions around these plans. Talking about insurance with loved…
Building Your Future: Smart Retirement Savings Options for Canadians
Saving for retirement is an important component of your financial plan. Understanding the investment accounts available to you to save for retirement sets a foundation for success. I’m sharing this…
Planning for Retirement: Key Considerations at Every Stage of Your Career
As you navigate the various phases of your professional life, the one thing that remains constant is the importance of planning for retirement. Understanding that each career stage poses unique…
Estate Tax Planning in Canada: How to Reduce Your Tax Burden After Death
Without careful tax planning, the income taxes on your estate can be significant at the time of death. Understanding how your assets will be taxed after you pass is important.…