by Rona Birenbaum BAS CFP®, CHFS | Jun 9, 2021 | In the News
Advisors should focus on helping clients find an equilibrium, says Alim Dhanji, senior financial planner at Assante Financial Management Ltd. in Vancouver. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 10, 2021 | In the News
Some experts say the often-cited figure is no longer reliable. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 9, 2021 | In the News
Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can be hard to break once they stop working – even if they’ve saved more than they could hope to spend for the rest...
by Rona Birenbaum BAS CFP®, CHFS | Mar 29, 2021 | In the News
The average price of a cottage in Ontario leapt to new heights after the COVID-19 pandemic began. With everyone cooped up inside and eager for a getaway, demand rose for recreational properties accessible from Toronto. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 19, 2021 | In the News
The consequences of taxes and beneficiary designations on registered accounts like RRIFs can be confusing—and sometimes this confusion results in estate goals not being carried out as intended. Full Article >
