Tag Archives: finance

Considering Critical Insurance

Posted on by Sindy

My latest article CONSIDERING CRITICAL INSURANCE appears in the BCNA’s Summer issue.

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Are You An Online Investor?

Posted on by Sindy

A recent TD Bank survey found that 42% of Canadians now research investment options online, while 25% purchase investments online. TD says that research also shows that although men still make up about two-thirds of online investors, a growing number of …

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How To Avoid A Huge Cellphone Bill

Posted on by Sindy

Before heading off to sunnier destinations consider doing your homework when it comes to cellphones because if you use your Canadian –carrier mobile phone when travelling you’ll come home to a crushing bill. Upon their return from a trip to …

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Tax Credits For Students

Posted on by Sindy

Are you familiar with the three basic non-refundable credits that most post-secondary students qualify for? The education credit The textbook credit The tuition credit All three of the above are non-refundable, meaning they cannot be used to generate a tax …

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Tax Tips Catering To Small Businesses

Posted on by Sindy

Many will remember 2011 as a year of economic challenges. Small business owners in particular have had it rough and while they hope for a better year ahead, there are still a few things they can do to end this …

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The Science of Smart Spending

Posted on by Sindy

We’ve all suffered at one point or another from buyer’s remorse: the expensive handbag, the antique chair, the velvet suit and the countless kitchen paraphernalia that promise to cut our cooking and preparation time in half but that we in …

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TFSA or RRSP: It’s all about the tax

Posted on by Sindy

  Still unsure about the differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? According to Alfred Roissl, a Toronto-based managing director with Desjardins Financial Security Independent Network, it’s all about the tax. First, let’s …

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Do You Have Financial Regrets?

Posted on by Sindy

A new poll from Edward Jones suggests most Canadians would make changes to the financial decisions made in life, despite being satisfied overall. And younger Canadians appear to be most dissatisfied with their financial decisions. According to the poll, almost …

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The Wisdom behind Saving

Posted on by Sindy

Last week at the annual CustomPlan Financial meeting I had the privilege to reconnect again with Robert M. Gignac and hear him speak about personal finance. I also got his book Rich is a state of Mind.   I love …

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4 COMMON LIFE INSURANCE MISTAKES

Posted on by Sindy

Life insurance is one of the most important purchases you will ever make. Life insurance is about taking care of your loved ones when you’re gone and while it’s not the easiest thing to think about, it is important that …

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