05/06/2024
Hey fellow advisors … join us for a fab golf day! 8 AM shotgun start 🏌🏻♀️🏌🏻
"Keep it Simple - Achieve a Balance" My financial planning philosophy is “Keep It Simple” and try to achieve a balance in life. “Don’t over invest.
Don’t over insure, don’t over save and don’t over spend…but do each of these things in proportion to what is important in your life, with one eye to the future.”
05/06/2024
Hey fellow advisors … join us for a fab golf day! 8 AM shotgun start 🏌🏻♀️🏌🏻
03/12/2024
Save the date! Hope to see you there !!
08/04/2022
Do I really need life insurance? Purchasing a life insurance policy is considered good planning and, for some, the pinnacle of “adulting.” Here’s how to know if you actually need it.
04/13/2022
Saving to purchase your first home? You'll want to learn more about the new Tax Free First Home Savings Account proposed in last weeks Federal Budget.
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
04/11/2022
How taxable Capital Gains work on the Sale of a Property. #
How it works: Capital gains tax on the sale of a property - MoneySense When is capital gains tax payable on the sale of property? And at what rate are capital gains taxed? We answer these questions and more.
02/10/2022
The best financial apps for Canadians - MoneySense Apps can help you budget, save and invest—but they also need to keep your information safe. Here are some of Canada’s most popular (and reputable) financial apps.