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Parent Talk, launching 2018

I was recently invited as a guest on a podcast (parent talk, launching 2018) as well as a speaking engagement to a group of new moms. Both experiences were so fulfilling mainly because I know how difficult it is as a family to decide how to best allocate your...

The “RRSP Gross Up Strategy”

It’s RRSP season and everyone is buzzing about the Feb. 29 deadline for topping up RRSP contributions. But what if you don’t have the cash? Don’t worry, there’s a solution that might work: the RRSP gross-up strategy.  What’s the RRSP gross-up strategy? At RRSP season,...

Value of advice

This is my first blog and I am so excited to start blogging. I have been a financial security advisor for seven years now and I am always learning. We are in an industry where there is a lot of information available, constant change and a language that can be...

Choose your options wisely

Daily, I’m asked why should I invest in mutual funds over choosing individual stocks? Investors may think that the transactional costs associated with managing individual stocks are more effective than paying the fee of a professional money manager. They may also...

Financial Planning for newlyweds

With my wedding around the corner, I got thinking about my upcoming financial union. I wanted to share a few financial topics every newly-married couple should address. Clarify the big picture - Chances are you and your partner had a few serious financial discussions...

Contingency planning for business owner

Are you a business owner?  Would you say your business and ability to generate an income is your biggest asset? Do you have a contingency plan in place? If not, you ought to consider having one in place. A contingency plan could be a very important element of a...

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