Individuals & Business Owners Articles

18 ways the federal budget will affect your wallet in 2019

A budget full of winners. Everyone from seniors to students to home buyers walk away with more money in their…

5 years ago

Advice for women starting a business

Advice for women starting a business Jackie was featured in an article in Morningstar Canada’s ‘Women in Investing’. Women are…

5 years ago

“What you need to know about RRSPs”

I am pleased to introduce our first monthly ‘Timely Tips” where I discuss everything you need to know about RRSPs.…

5 years ago

When should you take your CPP? At 60? At 70? It depends.

Here is a new take on this question by financial planner Ed Rempel. He says it depends on whether you’re…

5 years ago

5 Awesome Budgeting Apps For 2019 And Beyond

Do you use a tool for your budgeting? Many of them are apps now and here are 5 of them.…

5 years ago

Are you curious about how your net worth compares to the average Canadian?

Check out this easy-to-use tool to find your net worth. https://www.getsmarteraboutmoney.ca/calculators/net-worth-calculator/ If you’re unhappy with the results now may be…

5 years ago

Did you know the TFSA limit is going up to $6,000 per year?

Are you currently taking advantage of the TFSA limit… or wonder if you should be? Now is the time to…

5 years ago

Read my featured article in LinkedIn’s Must-Read Series on ‘From Resilience to Abundance’

I’m honoured to be a regular contributor in LinkedIn’s new ‘Must-Read Series’. This series allows professionals to publish newsletters on…

5 years ago

Do you have life insurance with the right features?

Having a death benefit isn’t enough. You need living benefits as well. Whether you already own a permanent life insurance…

5 years ago