An Introduction to Investment Planning – Part 6 1. Contribute to your Tax-Free Savings Account (TFSA) As of 2020 your contribution room has increased another $6,000. If you have been age 18 or older since 2009, and a resident of Canada throughout that period, you now have...
Read More
An Introduction to Investment Planning – Part 5.5 For decades the mutual fund has dominated the investment world of the average Canadian. You could walk into your local bank or credit union, get a recommendation from your friendly financial advisor, invest as little as $100, set...
Read More
A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes What are your resolutions for 2020? Might any of them be to tackle some burning financial questions? If so, consider reaching out to me for a quick 30-minute conversation about that question. FINPLAN30 conversations are 25 minutes...
Read More