financial planner

Small Businesses and Phase 2 of COVID

The COVID shutdown heavily impacted the economy, especially small local businesses.  This week on our Insta Live we discussed Businesses…

4 years ago

Why industry can’t pay lip service to diversity anymore

The police killing of George Floyd has sparked global protests and huge support for the Black Lives Matter movement. In…

4 years ago

Second Career Advice: Tips and Insights from Career Advisors

The average advisor enters the business at age 40. Tamar Satov talks to five second career advisors about why they…

5 years ago

Introducing Askjackie.ca | Jackie Porter, CFP in Mississauga

A short introduction to Jackie Porter (Certified Financial Planner) CFP in Mississauga, Ontario who serves individuals, business owners, lawyers, and…

5 years ago

Preparing for the Upcoming Recession 2020– What You Need to Know.

In February of this year, the word recession 2020 was googled over 75 million times according to Forbes Magazine. Was…

5 years ago

The COVID Retirement: What to Expect and How to Prepare

Listen to this Podcast about How retiring during COVID can be different: How will COVID-19 affect your retirement? There isn’t…

5 years ago

How Social Distancing May Affect People Financially: COVID Guidelines

The coronavirus has spread rapidly around the world and has affected the health and financial well-being of each country it…

5 years ago

How Automation Can Impact Your Survival of a COVID Recession for Businesses

Coronavirus will force companies to speed up their plans to replace jobs with automation and this may become key to…

5 years ago

Tax Time Crib Notes: Financial Tips and Insights

Read our short articles on tax time crib notes. Listen to this Podcast Tax Time Crib Notes The deadline for filing…

5 years ago

WHEN TFSAs ARE BETTER

When TFSA is better than RRSP Contributions Here are a few circumstances when it makes sense to avoid RRSPs and…

5 years ago