Filing Your Return: Things to know for your 2017 & 2018 taxes

As we approach the tax filing time of year, here are some things that should be on your radar when preparing your return, or gathering your necessary details for your tax professional. As always, check with your tax professional or Canada Revenue Agency for full details. Ready… Set… GO! What’s out in 2017 The phase […]

Read more
2018: Be prepared for what’s to come

Today is referred to as “Blue Monday” mostly because it’s a time when people are starting to get their credit card bills in to see the holiday spending, and getting sick of the cold weather wanting to travel somewhere warm. In the world of finance, reports on consumer spending and earnings for the last part […]

Read more
The cannabis craze — “it’s so dope”

This week saw yet another state – California – implement the legalized recreational marijuana retail sales. Canadian provinces are working toward the retail distribution and sales to begin this summer, nation-wide. With this newly created industry booming, many investors are wanting to jump on the cannabis bandwagon, purchasing stock in producers such as Canopy Growth […]

Read more
2017: Top 5 Newsmakers

It’s that time again to take a look back at the top stories that shaped the Canadian economy and financial balance sheets of the average Canadian this past year. Housing This year saw an increase in interest rates, as well as legislation to prevent foreign ownership in markets like Vancouver… all contributing to slowing down […]

Read more
The State of September

As we finish off the third quarter of 2017, September has brought us extreme weather, national tax issues for small business owners, and now an interest rate increase – the second for the year – courtesy of the Bank of Canada. All separate in their own right, they all have an effect on the economy, […]

Read more
… but aren’t I Wonder Woman? (are you properly insured?)

Those familiar with me in business know that I’m not about the cheesy sales pitches. I’m more about awareness and education, so I want to highlight a few real life cases I’ve encountered in my business in the past year. Published in a report by Canadian Life and Health Insurance Association, there were 22 million people […]

Read more
You are the you-est you you need to be

I’m pretty sure that today’s blog title has been inspired by a Dr. Seuss quote somewhere… and if not, it should be! With buzzwords today like “authenticity” and the ideas of being vulnerable to the world, sharing your struggles, is the temptation to compare your reality with someone else’s social media life still as much […]

Read more
Mirror, mirror… A reflection on 2016 goals achieved

It is the time of year when we sit back, enjoy a cup of our favourite beverage, and look back on the 12 months that have come before. What happened to help us reach (or not reach) or milestones and goals… the good, the bad, the ugly. 2016… How did it shape who I am today, […]

Read more
Ch-ch-ch-changes! (Finance Industry Regulations)

Financial services are (some would say) a loosely regulated, complex, multi-faceted global industry. It covers off everything from lending, to stocks, to insurance and increasingly complicated investment products. The negative light that has shone so brightly on the industry (rightly so) since 2008/9 has made way for regulatory changes even in Canada… a nation whose […]

Read more