Choice Asset Groups

Had the chance to contribute to a article speaking to the latest covid relief programs available to employees and small businesses affected by the recent government mandates, from a financial planning perspective.

How advisors can help clients figure out government programs amid new lockdowns Criteria and eligibility for many programs are clearer now than for those at the beginning of the pandemic because policymakers and the public have become more accustomed to lockdown life

We don't know what we don't know!

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As an entrepreneur, you know what you do best. But when it comes to finance, you don't know what you don't know.

Whether or not incorporation makes sense is a common ask, but people are surprised to know how much a life of its own that it develops, as a result of the laws surrounding them.

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Running a business can be difficult. Managing its finances can seem impossible. Having a trusted team is essential.

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If you're looking to travel anywhere next year, it might be wise to include an Ontario staycation in your plans.

The announcement grants eligible individuals a $200 refund, as a result of filing their taxes, where a family could receive upwards of $400.

So how does it work? Read my latest blog to find out more.

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Stef and I were out to dinner last week, where pretty much an entire section of the restaurant overheard two people, seemingly friends, talking about their finances.

They were both convicted in their logic, citing the same reference that every financial professional does when they're faced with questions they don't know: Reddit.

I'm being facetious.

Almost everything that I heard was wrong, and while I wanted to say something, it wasn't the time, nor place. When I read this, I thought of those same two people.

Canadians underestimate their financial literacy, poll suggests | Advisor's Edge A gap exists between knowledge and confidence, and education efforts aim to help

Did the sound of it in your mind make you cringe? I can appreciate that. Truth be told, I wish it were called something different.

Not everyone views finance through the same set of lenses as a Financial Planner does, but there can be tremendous advantages in policies that are placed CORRECTLY.

How it is implemented is what differentiates a policy as something that is merely sold by an agent, and a financial instrument which bolsters your financial portfolio.

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We're constantly being reminded to upgrade our things. There is always something promising better 'this' or 'that. Ask yourself: is it a want or a need?

Turns out our parents were right all along: whatever was old is now new again.

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When you hear the word "trust" in finance, what do you think of? How the rich avoid taxes?

Fun fact, a trust is most often used when there is a lack of trust between two or more people. The tax advantages of trusts have become increasingly less so in recent years.

I bet your neighbour didn't know that one.

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Finance likes to use acronyms, too.

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Want to know my secret? Money is a conduit.

It's a vessel housing questions which apply to three segments of life: learn, laugh and leave.

Learn: how will you evolve as a person?

Laugh: how will you pursue happiness?

Leave: how will you impact others?

The more focused your "how's" become, the more you'll begin to experience a reality you couldn't imagine any differently.

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