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One of the most common questions I get from my clients is about Tax-Free Savings Accounts (TFSA). They are not sure what it is – is it a savings account? Is it an investment account? What is the point of it? Well, blame the government for the poorly named investment product. Let me clear up some misunderstandings about the TFSA, which can be a great vehicle for investing AND saving.

Published in Money

Have you ever wondered how other communities seem to be born into financial stability? They have no problem coming up with the money for a down payment for a home, investment properties, post-secondary education and trust funds for their children once they become of age that then set them up on a stress-free path into adulthood.

Published in Money

2018 is in the history books and you’ve got big plans ahead for 2019, right?! This is the year that you’re going to get organized financially, make sure your money is working for you, instead of you working for your money. In my experience as a Financial Advisor, one of the biggest mistakes people make is not doing a financial outlook for the year ahead.

Published in Money

Christmas shopping is what’s on most people’s minds in December, but this is also the time of year to take advantage of tax savings before we put a bow on 2018 and kiss it goodbye.

Published in Money

Your credit score is an important part of your financial journey and stays with you for life.

Published in Money

After tax season, one of the things we recommend to our clients is to set aside time to review their tax returns and start thinking about opportunities to improve their tax situations in the months and years ahead.

Published in Money

 

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