by Julia Chung | Mar 25, 2019 | Personal Finance
Every spring, the Federal Government comes out with their budget for the year – all the ways they’ll be putting our tax dollars to use and running this national operation. They often have a news release in fall that telegraphs some of the things they’re thinking...
by Julia Chung | Feb 25, 2019 | Fee Only Financial Planning, Financial Planners
Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...
by Julia Chung | Jan 22, 2019 | CPP, Monthly Spring Update, Personal Finance, Personal Financial Planning
Happy New Year!! Feel free to attack this month’s blog content in bits. Like everything else in January, it’s just best to take it at your own pace, as we have lots to talk about, starting with the markets and moving into tax updates, TFSAs & RRSPs, CPP...
by Julia Chung | Dec 20, 2018 | Personal Finance
MERRY HAPPY!!! We hope that by the time you’re reading this, you’re feeling well-prepared for the holidays, however you celebrate them. Regardless of whether you partake of religious, non-denominational, or just no activities throughout this season, we hope you...
by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance
For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is different,”...
