by Rona Birenbaum BAS CFP®, CHFS | Jun 24, 2019 | All About Investing, All About Tax, Musings, Risk Management, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Is it worth fixing up your car before trading it in? The five biggest estate...
by Sara Ready CFP® | Jun 11, 2019 | All About Tax, Cash Flow Concerns, Risk Management
Sara Ready CFP® Certified Financial Planner® professional Sara joined us in August, 2016. Previously, she spent two years as a credit counsellor at InCharge Canada, and four years at Tangerine Bank as a mutual fund representative where she received the annual Good Guy...
by Rona Birenbaum BAS CFP®, CHFS | Apr 6, 2018 | Estate Matters, Risk Management
At some point, you wisely purchased insurance to protect you and/or your dependents from the financial risk of premature death, disability, critical illness, or the need for long-term care. To get that coverage, you likely did one or more of: Answer a bunch of medical...
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | Risk Management
It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more. Why do Canadians voluntarily choose the more expensive option? And which option should you...
by Rona Birenbaum BAS CFP®, CHFS | Feb 16, 2018 | All About Investing, Cash Flow Concerns, Risk Management
Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint. I did the research, and as a result, discovered one of Canada’s premiere investment management firms. Our clients were some of the earliest EdgePoint...
by Rona Birenbaum BAS CFP®, CHFS | Oct 10, 2017 | All About Investing, Risk Management
The Financial Planning Standards Council (FPSC) recently issued new guidelines for Certified Financial Planners (us!), in the development of financial plans. Many assumptions go into building a financial plan. Rate of return on investments is only one of them, but...
