Seek Balance, Spend Wisely, Live Richly COVID-19 Pandemic Notice: Our office is open to client's by appointment only. COVID procedures are in place.
Advisors are serving their clients remotely by phone and email. Please contact your advisor directly or contact our office at (905) 570-1200 if you require assistance. Jane is a Certified Financial Planner who focuses on helping people to identify their goals and build wealth throughout their lifetime. Everyone needs and deserves a comprehensive financial plan. A plan that includes a savings, inve
04/11/2022
Tax-Free First Home Savings Account (FHSA). A new upcoming savings option for prospective First-Time Buyers to consider. Proposed in the Federal Budget on April 7, 2022.
New home savings account a "substantial" measure for new buyers | Advisor's Edge CIBC's Jamie Golombek breaks down how the new account will work
06/01/2021
New stress test for mortgages as of June 1, 2021.
What home buyers should know about the Canadian mortgage stress test | MoneySense The borrowing guidelines for mortgages are changing as of June 1, 2021. Here’s how the new mortgage stress test rules will affect you.
03/19/2021
Jane and Stewart Capell Dream Weaver Fund — Hamilton Community Foundation Jane Capell has been connected with Hamilton Community Foundation for more than 20 years, including monthly giving and participation in the Women 4 Change giving circle. She is thrilled by the latest step in that relationship: she and her husband’s Dream Weaver Fund is about to begin granting. The...
03/18/2021
A few thoughts on Life Insurance...
How does age affect life insurance rates? | MoneySense Does age affect life insurance? Do you even need it if you’re still young? Is ever it too late to qualify? We answer these questions and more.
01/12/2021
Financial priorities for the new year | MoneySense January is a good time to review your investments, tax and debt management planning. Here’s how to get started.
07/01/2020
Happy Canada Day!!
Our DFSIN Hamilton Office remains closed to the public to help limit the spread of COVID-19. The health of our clients and staff is of vital importance to us.
Although Advisors and staff have limited access to our office - clients continue to be serviced by their Advisors remotely. If you have questions, concerns or need to discuss your financial situation, please contact me via phone or email.