by Morgan Ulmer CFP® | Apr 24, 2019 | All About Tax
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2019 | In the News
The Golden Girl Finance, the financial voice for women, interviews Rona Birenbaum. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 23, 2019 | In the News
In a bid to earn money in their retirement years, some older Canadians are finding work in creative areas of the job market, such as acting. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 18, 2019 | In the News
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize. Download Article (PDF)...
by Rona Birenbaum BAS CFP®, CHFS | Apr 17, 2019 | In the News
The government of Ontario is proposing stricter regulations for financial planners and financial advisers by cracking down on individuals who are not qualified to use those titles. Read the Article >
