Below is a collection of our recent blog & news posts.

Why Should You Care About Your Health Care Spending Account?

Why Should You Care About Your Health Care Spending Account?

December 16, 2019

Families may not realize that they have a great opportunity to significantly reduce the cost of medical treatments and therapie...

The Value of Estate Planning and Charitable Giving

The Value of Estate Planning and Charitable Giving

December 09, 2019

Dying is not a popular topic of discussion, for obvious reasons, but it is a reality of life. However, planning ahead for your ...

CPP For Sole Proprietors

CPP For Sole Proprietors

November 05, 2019

When you are a sole proprietor and your business is reported on your personal tax return, your CPP will flow through your perso...

Personal Cash Flow Tips

Personal Cash Flow Tips

October 22, 2019

Before creating your budget or while you are working on it, here are some random tips on cash inflows, taxes, savings, vacation...

Preparing Your Personal Budget

Preparing Your Personal Budget

October 10, 2019

Now that you have learned about your cash inflows and outflows, here is an example of creating a personal budget. You will lear...

Everyday Financial Planning

Everyday Financial Planning

September 24, 2019

Besides being asked “what can I write-off for tax purposes?”, the second most commonly asked question is if we offer financial ...