It has been an eventful month of May here at Spring, with tax season at an end and multiple statements, returns, and updates flowing in from all of you and your accountants. We hope you are as invigorated as we are about all the planning that you can do now that you...
When you are working on your business plan – or not working on it, as the case may be – the risks that you are usually considering are things like: How you’ll handle cash flow issues Where your next customer is coming from How you’ll manage staff Your next...
As promised in our What We Want for you in 2019 article, we are jacked about design thinking this year, and how you can use it to optimize your life and your finances to create the life that you didn’t know you always wanted. This month, we are applying this thinking...
We are excited to announce that as of February 1, 2019 we have added a new member to our planning team: Karen Richardson, Cash Flow & Associate Financial Planner Karen joins Spring after 7 years as an independent advice-only financial planner in Kenora, Ontario,...
When you think about retirement planning, your mind may start to fill with acronyms: RRSP RRIF TFSA LIRA CPP OAS Just think: that’s only the Starter Pack of Financial Jargon. It gets a whole lot worse. You may think you’ll have to earn a Master’s Degree in personal...
We ask some pretty tough questions at Spring. Open-ended, thoughtful and curious questions are among the many keys we use to unlock how we can truly help you move into great success. Without a doubt, some of the toughest questions we ask – the ones we...
