Volume 1 - New Years Financial Resolutions

Happy new year! Hope your new year has been off to a wonderful start.  With the new year comes new resolutions for many of us, and some of the resolutions may have to do with…money! The new year is time for renewal and redirection... [Read more]

Volume 2 - Tax Free Savings Accounts

Happy Birthday, TFSA!  In January 2009, the Tax-Free Savings Account (TFSA) was launched.  It is a flexible, registered account that allows investments to grow tax-free, whether the income is interest income, dividend payments, or... [Read more]

Volume 3 - Filing Your Taxes

It's tax-filing time! Here are some tips to ensure that you're getting the most of your tax filing and tax planning: 1. Claim those renos! HRTC - The Home Renovation Tax Credit is available for the 2009 tax year.  Did you do any ... [Read more]

Volume 4 - Is Your Mortgage Really Protected?

Is your home the biggest purchase you've ever made in your lifetime?  Do you have mortgage insurance through your bank?  How certain are you that your mortgage insurance will actually pay out? For many of us, our homes are our... [Read more]

Volume 5 - Paying Down Your Mortgage
 

Paying Down your Mortgage FIRST – When NOT to Do It:  Mortgage rates are still very low at the moment.  If you have additional cash on hand, you may be considering trying to make some extra payments to pay down your...[Read more]

Volume 6 - All About RRSPs
 

It's RRSP season and the deadline is March 1st.  If you have yet to make your top-up or 2010 contribution, you can easily do so by sending us a cheque, postmarked by March 1st. Please contact us to...[Read more]

 

“I thank Cecilia for her wonderful suggestions and personal attention. She makes the financial planning process comfortable and easy."

Lisa T.