by Rona Birenbaum BAS CFP®, CHFS | Jun 12, 2011 | All About Investing, All About Tax
It is estimated that there are about 150 fee-only financial planners in Canada. That is 150 individuals, not companies. Compare that to the fact that there are over 17,500 Certified Financial Planners (CFPs) across the country. With so many CFPs offering free...
by Rona Birenbaum BAS CFP®, CHFS | May 29, 2011 | Risk Management
Although kidnap insurance is not new, the risks associated with international business and personal travel have raised both awareness and the need for this little known or understood insurance product. What does it provide? The product that that I present to clients...
by Rona Birenbaum BAS CFP®, CHFS | May 2, 2011 | All About Investing, All About Tax
U.S.citizens continue to have obligations for U.S. tax purposes even though they may be a Canadian resident for many years. Canada and the U.S. have worked together over the years to ensure that treatment of RRSPs and RRIFs by each is consistent. This is not true for...
by Rona Birenbaum BAS CFP®, CHFS | Apr 28, 2011 | All About Investing, All About Tax
A banker, broker and financial planner walk into a bar. They are approached by a fairly inebriated customer who laments the huge tax bill they just learned about from their accountant. He asks the financial experts what he should do. (true story, except the bar...
by Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2011 | Risk Management
If you are fully disabled for the rest of your working life, the disability benefits within your group medical insurance can easily exceed $1 million over time. In spite of the value of the coverage, and its financial importance in the event of a disability, most...
