Family financial planning for when you have outgrown your bank.
06/06/2026
This really grinds my gears! Markets down 2% is NOT a "crash"! Oh no, we are back down to levels not seen since (checks watch) TWO WEEKS AGO! **clutches pearls**
Canada and US markets are still up over 7% in 2026!
Do your best to not consume financial "news" media like I have to.
Man I'm grumpy today lol
09/24/2025
Mallard Wealth Advisors has moved to Assante Financial Management Ltd!
Exciting news from Mallard Wealth Advisors Email from Mallard Wealth Advisors You don't want to miss this! We have exciting news! You, our clients, are at the heart of everything we do. For many years we’ve been proud to help you navigat
06/20/2025
If you received the Disability Tax Credit, you may qualify for additional funds with this new program!
You can now apply for the Canada Disability Benefit, with first payments beginning in July if your application is received and processed by June 30.
This new benefit is a monthly payment for working-age persons with disabilities who have low income.
If eligible, you can apply online, over the phone or in person.
Get all information about eligibility criteria and how to apply here ➡️ https://ow.ly/U9YE50WcSkC
Image description: The Canada Disability Benefit is now available. Apply today!
02/21/2025
How you can deal with market volatility Learn how to be prepared for market swings and take the best course of action when it comes to your money.
02/21/2025
What is an RDSP? - MoneySense In Canada, people with disabilities and their families can open a registered disability savings plan to save for the future. Here’s how RDSPs work.
02/14/2025
Enjoy this dating advice from CRA! 🥰