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Smart Credit Card Use: Are You Spending Wisely?

Smart Credit Card Use: Are You Spending Wisely?

by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2020 | In the News

If you don’t have methods for smart credit card use, it can be costly – Canadians have an average of $3,240 in credit card debt. This isn’t meant to scare you! Credit cards are a handy tool – when used correctly. They’re convenient to pay...
With tax audits increasing, how can advisors help?

With tax audits increasing, how can advisors help?

by Rona Birenbaum BAS CFP®, CHFS | Nov 2, 2020 | In the News

Being audited by the Canada Revenue Agency (CRA) is never a fun ordeal, but advisors can play an important role in helping their clients get through the process as stress-free as possible. In fact, that role could become more prominent for advisors as a recent C.D....
Decision Overload: Too Many Varieties of ETFs?

Decision Overload: Too Many Varieties of ETFs?

by Rona Birenbaum BAS CFP®, CHFS | Oct 27, 2020 | In the News

According to the most recent data from the Canadian ETF Association, Canadians now have 766 ETFs to choose from, 87 more than the year before. Investors can access ETFs covering everything from the broad index to geographic or sector-specific strategies like India,...
With tax audits increasing, how can advisors help?

Second COVID-19 wave has parents struggling to decide whether they can afford to not work

by Rona Birenbaum BAS CFP®, CHFS | Oct 13, 2020 | In the News

With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their careers along with acting as full-time caregivers and teachers. Even those with kids physically back in school are worried how...
With tax audits increasing, how can advisors help?

Private schools pitch in to help parents pay for tuition amid the pandemic

by Rona Birenbaum BAS CFP®, CHFS | Sep 25, 2020 | In the News

Paying for private school can be a stretch for many families, especially over several years, but the economic challenges brought on by the COVID-19 pandemic have made it particularly hard this year. Full Article >
With tax audits increasing, how can advisors help?

Expert advice can make a difference when helping elder parents financially

by Rona Birenbaum BAS CFP®, CHFS | Aug 24, 2020 | In the News

Financial advisors are used to talking to clients about saving and investing to raise a family, maybe start a business and eventually retire, but what about supporting their aging parents financially? Full Article >
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