Have you been following the U.S. election? I stayed up late on election night to catch every update! Now that we know Donald Trump will be the next president, you may be curious about what this could...
Category: Personal Finance
Certified Executor Advisor: Supporting Your Estate Planning Need
As you may know, I have been serving as a financial advisor since 2005, and throughout these nearly 20 years, I have had the privilege of working with many families, helping them grow their assets...
Since the announcement of the 2024 Federal Budget, I have delved into various research papers and reports to grasp the full scope of the changes. Given that there are quite a number of updates this...
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 did not write this post about New Year's resolution until now on purpose. Some studies suggest most people would give up their New Year's goal by now. We all have a list of things that we...
10 Tips for Canadians to Avoid Overspending During the Holiday
Christmas holiday is filled with joy and peace. It should be the moment where families and friends get together. However, rather than just spending quality time together, many Canadians often...