by Rona Birenbaum BAS CFP®, CHFS | Mar 16, 2021 | In the News
If you are a parent to a young child and wonder whether you should start planning and saving for their education, you might be curious about a Registered Education Savings Plan (RESP) account. An RESP is an investment account that allows you to save for a child’s...
by Rona Birenbaum BAS CFP®, CHFS | Feb 1, 2021 | In the News
A surprising side effect of the pandemic is the largest cash hoard in history. Here’s what Canada’s suddenly prolific savers should do with all that money. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jan 12, 2021 | In the News
The threat of a higher capital gains tax rate is resurfacing in conversations between financial advisors and their clients as Ottawa looks for ways to pay down a soaring deficit amid billions in spending on pandemic-relief measures. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 15, 2020 | In the News
Months of pandemic-forced confinement have us yearning for more space. With rising home prices making it harder to buy a new home, Canadians are looking to optimize their existing space, by undertaking costly home renovation projects. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2020 | In the News
If you don’t have methods for smart credit card use, it can be costly – Canadians have an average of $3,240 in credit card debt. This isn’t meant to scare you! Credit cards are a handy tool – when used correctly. They’re convenient to pay...
by Rona Birenbaum BAS CFP®, CHFS | Nov 2, 2020 | In the News
Being audited by the Canada Revenue Agency (CRA) is never a fun ordeal, but advisors can play an important role in helping their clients get through the process as stress-free as possible. In fact, that role could become more prominent for advisors as a recent C.D....
