Catrina Roth CFP, RIS - Investment Advisor

Happy to be a part of this WICKED event!
Join us next year!

What an amazing day at our Wicked-themed Ladies Member Guest! A huge thank you to all the players, organizers, staff, and sponsors who made it so special. Congratulations to our winners — and to everyone who dressed up, showed up, and brought the energy. A wickedly fun day from start to finish — already dreaming of next year! #MickelsonNational #LadiesMemberGuest

Moving season can lead to confusion around moving expense deductions Moving costs can be a tricky thing because it’s not always clear when they’re deductible. Given that we’re now in peak moving season, let’s look at the rules around moving expenses.

Congratulations to the 2023 Servus Big Share winner!!Could this be you next year?

The good news is out! Say hello to the newest Servus millionaire—Levi Ryl, farmer and power engineer based in Athabasca. Levi is the fifth winner of the Servus Big Share™ contest, with his financial fitness transformed by a thrilling combination of saving and luck. Servus Big Share™ is Servus's annual savings contest aimed at encouraging Albertans to save money and ultimately adopt healthy financial habits. Coming back for the fifth time, this year, the contest has inspired Servus members to save a total of $583M, improving their overall financial fitness. More about the good news: https://ow.ly/FCfL50OPY5w

Hate Baggage Fees? Wear a Fishing Vest on the Plane Travelers jam their clothes in all the pockets. ‘It allows me to have really cheap vacations.’

Toronto’s condo market in a ‘moment of reckoning.’ What does it mean for investors? More than a third of condos in Toronto are owned by investors, according to 2020 data, the most up-to-date figures from Statistics Canada’s Canadian Housing Statistics Program (CHSP), at 36 per cent.

What if the Most Powerful Way to Live Longer Is Just Exercise? People are chasing longevity with ice baths and supplements. But the benefits of exercise have years of science behind them.

ESG investing: The good, the bad and the ugly, or just the bad and the ugly? Is the trend toward ESG-type investing a fad that will go away or a Trojan horse undermining the capitalist system and hurting investors, companies, and the economy?

What All the Single Ladies (and Men) Say About the Economy Did the pandemic prevent people from meeting their future fiancés? In a way, the engagement ring has become a sparkly microcosm of the U.S. economy.

Higher interest rates are coming for variable- and fixed-rate mortgage borrowers The Bank of Canada’s interest rate hike of another quarter of a percentage point will dial up the financial pain felt by borrowers with variable-rate mortgages and some of those with fixed rates.

Graduates should think about where to invest new income. Here are some things to consider Determining the best way to save money should start with a discussion about what you’re saving for. Are you saving for a short-term goal such as buying a car, taking a vacation or starting a business in the next year? Or perhaps you’re following the prudent advice of many financial planners and ...

Stretched thin, parents have swath of options to save for children’s education Parents are finding it tougher than ever to save for their children’s post-secondary education as the rising cost of living ramps up financial pressures.

Video: What's the Best Way to Remember Your Passwords? Change your password. You've used that password before. Please use a special character. And a number. As sign-in requirements get more complicated and our lives continue to migrate online, Jamie Tarabay assesses whether password managers are worth it.