Tag Archives: financial literacy

Estate Planning – Transferring Assets

Posted on by Sindy

Where’s the Money? Having the conversation with family members about estate and succession planning may not be the easiest. However, initiating the conversation may prove to be beneficial for all involved.   There are options available for saving on fees, saving …

Continue reading

Posted in Fall 2014 Bulletin | Tagged , | Leave a comment

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 …

Continue reading

Posted in BCNA Bulletin Articles | Tagged , , , , , | Leave a comment

November is Financial Literacy Month – are you financially literate?

Posted on by Sindy

In this excellent article in The Vancouver Sun titled ‘Climbing a Mountain of Debt’ by Yvonne Zaccharias we learn that Statistics Canada reported in September that the ratio of household debt to household income hit a record high of 163.4% …

Continue reading

Posted in FINANCIAL LITERACY | Tagged , , , , , , , | Comments Off on November is Financial Literacy Month – are you financially literate?
Visit Us On FacebookVisit Us On Youtube