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 >
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...
