Biographical Info I bring a unique approach to financial planning to help my clients define and achieve their specific goals. I strive to ask the tough questions and ensure that each financial plan I provide is tailored to the individual. A proper plan should be able to withstand the uncontrollable events that life will throw at it and maintain its course. Providing a human approach is the way I work with each client. My emphasis on relationships and ongoing support ensures that plans are adjusted to changing needs and a constantly evolving financial industry.
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Some refer to the TFSA as the “best gift government has given us”, but have Canadians really had time to experience its long-term investing implications? The TFSA is new enough that Canadians tend to think of it just as a savings, and not investing, vehicle. That’s a mistake. Here’s what else you could be doing […]
Have you heard of the term “income splitting”? It’s a great way to reduce tax, but make sure you’re doing it right! Questions? Contact me for more info. The attribution rules in our tax law are designed to prevent you from simply transferring certain types of income from one family member to another who has […]
Did you know that parents are the number-one influencer on their kids’ financial behavior? Help your kid become a money genius with these great tips Author Beth Kobliner shares her best tips for teaching kids about money from her latest book, Make Your Kid a Money Genius (Even If You’re Not). Source: 6 ways to […]
It’s the time of year when tax receipts start filling up your inbox. Here are some things you should know to help you complete your 2016 tax return. Jamie Golombek: If your mailbox has seemed a little fuller recently, it may be because you’ve started to receive your tax slips for the 2016 calendar year […]