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....
by Rona Birenbaum BAS CFP®, CHFS | Oct 27, 2020 | In the News
According to the most recent data from the Canadian ETF Association, Canadians now have 766 ETFs to choose from, 87 more than the year before. Investors can access ETFs covering everything from the broad index to geographic or sector-specific strategies like India,...
by Rona Birenbaum BAS CFP®, CHFS | Oct 13, 2020 | In the News
With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their careers along with acting as full-time caregivers and teachers. Even those with kids physically back in school are worried how...
by Rona Birenbaum BAS CFP®, CHFS | Sep 25, 2020 | In the News
Paying for private school can be a stretch for many families, especially over several years, but the economic challenges brought on by the COVID-19 pandemic have made it particularly hard this year. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 24, 2020 | In the News
Financial advisors are used to talking to clients about saving and investing to raise a family, maybe start a business and eventually retire, but what about supporting their aging parents financially? Full Article >
