It’s wedding season; and if you are tying the knot this summer, take some time to review your financial household, you may find some unexpected benefits. Employee Health Plan – If only one of you has an employee benefit plan you…
One Big Beautiful Bill
Canada’s Digital Services Tax and U.S. Tax Legislation—What You Need to Know As your financial planner, I want to keep you informed about recent tax developments that could have significant implications for Canadian investors and businesses with operations or investments…
The 2025 Financial Stress Index: What It Means for You
As a Financial Planner, my goal is to help you, my friends and clients to navigate the ups and downs of your financial journey with confidence and clarity. The recently released 2025 Financial Stress Index by FP Canada offers valuable…
Summer Vacation – Canadians Staying Home by Choice
Many Canadians are electing not to travel to the U.S. this year as an act of solidarity; choosing not to give their hard-earned money to a country whose President is actively hostile towards us and our current trade agreement. Besides,…