by Rona Birenbaum BAS CFP®, CHFS | Oct 25, 2024 | Musings, We Think You Might Enjoy...
When bears use your yard as an access point to potential food sources, don’t try to keep them out: build a door. The unassuming Cook sisters were easily overlooked, but they were doing great work. After getting a second chance at life and with so much kindness to...
by Morgan Ulmer CFP® | Oct 7, 2024 | In the News
Consolidating your RRSPs reduces fees and helps clarify your investment performance. Morgan Ulmer explains. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 27, 2024 | Musings, We Think You Might Enjoy...
BC has them. Nova Scotia wants more of them. Parents can’t say enough about the benefits of enrolling their kids in forest school. The Great Elephant Migration started in Bangalore, India earlier this year and will be in Miami Beach by December. The traveling art...
by Morgan Ulmer CFP® | Sep 17, 2024 | In the News
Morgan Ulmer explains some of the ways to protect a financial gift in the event of marriage breakdown. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 30, 2024 | Musings, We Think You Might Enjoy...
Once every four years, athletes in niche sports take the world stage and leave us in awe. But is their success at the Olympics enough to sustain them? For the majority, the answer is no. Here’s what some of the high performers do to make it all work. The way we...
by Rona Birenbaum BAS CFP®, CHFS | Aug 2, 2024 | Estate Matters
No one lives forever. Before our inevitable demise, many of us will face a period of mental or physical incapacity. As unpleasant as this is to consider, it’s wise to do so while you are healthy. Incapacity can come in many forms, ranging from dementia, severe...
by Morgan Ulmer CFP® | Jul 30, 2024 | In the News
Demonstrating value to our clients is about more than knowing the industry and updating client portfolios. Getting to know clients is where the real value is uncovered. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jul 26, 2024 | Musings, We Think You Might Enjoy...
Take this as literally as the word suggests. In this case, brainwashing is about removing waste products from the brain, and in so doing, removing amyloid. In case you don’t recognize that word, it refers to the substance that forms sticky plaques in the brains of...
by Rona Birenbaum BAS CFP®, CHFS | Jun 27, 2024 | Musings, We Think You Might Enjoy...
It’s always heartwarming to see a community pull together in support of one of their own – especially when he’s a young boy with a rare disease. This Ottawa neighbourhood started a loonie circle to help raise funds for the young boy’s treatment. Kindness is the name...
by Rona Birenbaum BAS CFP®, CHFS | Jun 26, 2024 | All About Investing, All About Tax
Our previous post described the tax hit that many fixed income investors are experiencing due to higher interest rates and two strategies for tax savings. You can catch up here. Today we highlight three more strategies. Switch to return of capital mutual funds Return...
