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 Morgan Ulmer CFP® | May 14, 2019 | All About Investing, All About Tax
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Morgan Ulmer CFP® | Feb 11, 2019 | All About Investing, All About Tax
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rona Birenbaum BAS CFP®, CHFS | Jul 5, 2018 | All About Investing, All About Tax
First – why do you think you’ve over-contributed? Is it because your account value exceeds the accrued contribution limit? Only your deposits are considered as contributions to your TFSA – not your earned returns on the money you put in. Boring Betty and...
by Rona Birenbaum BAS CFP®, CHFS | Jul 5, 2018 | All About Investing, All About Tax
As I write, in 2018, the Tax-Free Savings Account (TFSA) program is ten years old. And what a fine ten-year-old it is! Who doesn’t love being able to set money aside tax-free, for a lifetime? Not to mention, any amount contributed, as well as any income earned in the...
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...