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

6 years ago

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

Podcast: How to be Financially Resilient.

6 years ago

Expect uncertainty; expect disruption and build a fortress around your finances so you can be more equipped to deal with…

Celebrate International Women’s Day with me on March 4th in Brampton.

6 years ago

I’m honoured to be speaking alongside several other amazing women. This half day event runs from 8:30 am – 12:00…

Are you getting a divorce or are already divorced and you’re over 50?

6 years ago

This can affect your retirement pension and other assets & liabilities you haven’t thought of. Being prepared and organized can…

5 Awesome Budgeting Apps For 2019 And Beyond

6 years ago

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

What wise investors know

6 years ago

Listen to this Podcast What wise investors know Whether you are brand new to investing or a seasoned pro, there…

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

6 years ago

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…

How to spot an investment scam

6 years ago

Listen to this Podcast How to spot an investment scam It’s quite easy to spot the con artists on a…

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

6 years ago

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

I’m honoured to receive Carte’s Brand & Marketing Award this year at our 2018 annual conference.

6 years ago

Post from Kirk Purai, President of Carte Financial: Congratulations to our Brand & Marketing Award Winner Jackie Porter, CFP, an…