by Rona Birenbaum BAS CFP®, CHFS | Feb 21, 2023 | In the News
Still considered rare, title fraud is on the rise. It’s a good idea to talk to your financial planner or real estate professional about the benefits of title insurance and other deterrents that could keep your property safe. Full Article >
by Morgan Ulmer CFP® | Feb 9, 2023 | In the News
RRSPs are not a one-size-fits-all solution. Morgan Ulmer explains how to plan and make the most of your RRSP contributions. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jan 19, 2023 | In the News
Many investors struggle to find a balance between preserving wealth and ensuring liquidity. Rona Birenbaum shares her views on how to align your portfolio to achieve both and benefit from a future market upturn. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Almost 57% of Canadians don’t know the end-of-life wishes of their loved ones. Such discussions are important − but not optimal while gathered for your traditional family holiday meal. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late! Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 7, 2022 | In the News
If you’re among the many people who didn’t apply for the CPP survivor’s pension when your spouse died, it may not be too late. While the rules have changed over the years, you may still be entitled to receive retroactive payments. Rachel Metzger explains in the Ask...