I hope you had a wonderful holiday season and a Happy New Year! As we kick off 2025, I wanted to take a moment to reflect on the incredible year we’ve just had. Many of my clients have enjoyed...
Tag: TFSA
As most of you should have filed our taxes by now (if you haven't yet, remember the deadline to file tax for individual is April 30, 2024).If you have already done so, it’s a great time to discuss...
I recently received some inquiries regarding Bitcoin and Marijuana investments. Since many people are attraced by the related headlines, I did some research. Below are some interesting pieces for...
Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making...
As we entered into the second quarter of 2014, it is important to review over your investments. In going forward, how will you position your portfolio? Below is a short video clip from Mackenzie...
As I become a father myself, I'm more active in assisting young families to save for their children's future. In addition to the Registered Education Savings Plan (RESP), another strategy I always...