May 16, 2019
Why does your credit score matter? Here’s how your credit score impacts you and how it could save you a lot of money.
April 22, 2019
What does your business decision on whether to pay salary versus dividends say? In deciding the right mix, there is more to consider than just taxes.
March 18, 2019
We see and hear about fraud on an almost daily basis. But how do we help seniors avoid from scams they might never suspect?
March 4, 2019
Fraud: Wrongful or criminal deception intended to result in financial or personal gain. In this blog, we’ll be looking at fraudsters’ prime targets — our seniors.
December 3, 2018
The holiday season is one of the most magical times of the year, but many of us fall into the trap of overspending. Here are some tips to keep you grounded.
November 26, 2018
In our previous blog, we learned that consumers don’t always act rationally when making financial decisions. But can the “rationally irrational” be influenced? Behavioural economists think so.
November 13, 2018
According to classical economists, financial decisions should be made in a rational, calculating manner, with self-interest at the helm. How then, do economists explain the allure of “Black Friday” sales?
October 22, 2018
No matter what business you are in, providing well thought out solutions will enhance your value proposition.
October 9, 2018
Stress-free vacations require planning, research and a budget. Business growth and expansion requires the same attention.
September 12, 2018
Have you ever wondered if you’ve chosen the right career path? Learn more about the financial considerations of returning to school.
September 4, 2018
Personal finance is not typically part of the curriculum in schools. Rather, the school of life teaches us how to overcome financial challenges. Learn the fundamentals for teaching your kids about money.
August 20, 2018
Learn the first steps to creating a sustainability mindset.
August 17, 2018
Learn which methodologies your company can utilize to reduce, reuse and recycle.
July 23, 2018
Impact investing is on the rise. Investors are increasingly looking to businesses to address societal issues. Previously less accountable, businesses are now taking a proactive approach to addressing societal issues while delivering shareholder value.
July 13, 2018
Over $22.89 trillion of global investments are considered to be socially responsible investments (SRI). Find out what to consider before making your first SRI.
June 25, 2018
All small business owners know that cash is king, but what to do when that cash is fake? Here’s how to protect yourself and your business from counterfeit currency.
June 18, 2018
Just how likely are you to come across counterfeit bills? The following blog will go over how to recognize them and what to do when you find one.
April 27, 2018
We’ve all heard the horror stories of seniors losing everything because they relied on, and were duped by, people in trusted positions. This blog looks at the warning signs that something may not be right.
April 4, 2018
That little bundle of joy can cost you a bundle of cash, according to a new CPA Canada book.
March 27, 2018
You got your paycheque, or at least the amount that’s left after the government has taken its share. Who’s going to spend the remaining amount? Just you, or will other people help you?
March 22, 2018
So much of your time is spent working to earn money, but how often do you consider what you’re going to do with that money?
March 20, 2018
Your financial legacy rests within your will. Due diligence and proper planning now will benefit your loved ones for generations to come. This blog provides some practical considerations for estate planning.
February 22, 2018
Recent changes to the way trusts are taxed can have shocking consequences. Your investments may be eroding your estate. Find out what this means and how to avoid the pitfalls of poor planning.
January 22, 2018
Many of us find ourselves in the same financial rut over and over again. The following blog post offers tips on improving your financial wellness.
January 12, 2018
Financial wellness has less to do with how much money you earn, and more to do with how you manage it.
December 18, 2017
It is important for your business to comply with tax regulations. Here is a brief walk-through of basic tax matters to ensure your business stays tax-compliant.
December 12, 2017
Accounting is a core component of any successful business. Find out what you need to know about basic accounting for your business venture to thrive.
November 27, 2017
While credit, debts and income have a major impact on your ability to obtain a mortgage, there are other issues that affect your eligibility. Learn what to consider before applying for a mortgage.
November 13, 2017
When you find that home you’ve always dreamed of purchasing, are you prepared to qualify for the mortgage? Learn about the key steps to take before shopping for your home.
October 30, 2017
Read this Q&A with CPA Canada’s Doretta Thompson to learn more about the organization’s growing role in bringing financial literacy to Canadians.
October 25, 2017
Learn about the effects of commuting in a personal vehicle on our physical and mental well-being.
October 16, 2017
Canadians spend around 20 per cent of their take-home pay on car ownership while under the impression that the vehicle costs far less. Why is there a gap between actual costs and what we think we spend?
September 25, 2017
In part 1 of this blog post, we examined how to evaluate the potential profitability, and hence the success, of a prospective business. In part 2, we examine key aspects of setting up a business.
September 18, 2017
We often associate getting an education with achieving financial success and security. Learn how a disciplined sense of entrepreneurship can be equally effective.
September 11, 2017
Financial independence is critical for individuals throughout their lives. Here are some important ways you can get your kids to think smartly about money from a very early age.
August 25, 2017
Going off to school this fall—or know somebody who is? Here are some key ways to make your limited college or university dollars stretch.
August 23, 2017
Many self-employed professionals and some employees who do not have employee benefits rely on their spouse for health and dental coverage. Are you aware of the limitations of your spouse’s coverage?
August 16, 2017
Many Canadians have employee benefits plans including life insurance. Do you know how much or the type of insurance you need? Many people do not.
July 18, 2017
Find answers to commonly asked questions about the RDSP for individuals with disabilities.
July 4, 2017
Learn about federal tax measures and other benefits available to individuals living with a disability, and their caregivers.
June 19, 2017
The first blog in this series provided key insights to help planning for retirement. In this second part, we take a look at what you need to start thinking about as you age.
June 5, 2017
With life expectancies increasing and those aged 65 and up outpacing those 0-14 in population growth, it’s time for people to think about how they want to spend their second adulthood.
May 15, 2017
Make your time off more enjoyable and less stressful with these handy apps.
May 1, 2017
Ready for your next vacation? Here are some tips on how to plan wisely for your next trip.
April 20, 2017
Use a step-by-step process to help ease this challenging experience for both you and your loved one.
April 13, 2017
Buying the “latest and greatest” products might feel exciting, but it could cost you big time — and not just in terms of price.
April 6, 2017
Learn about the facts regarding Canadian caregivers and financial factors to consider when faced with caring for an aging family member.
March 24, 2017
Child care expenses may be deductible for tax purposes, but there are some exceptions. Learn how to identify limitations and plan efficiently.
March 13, 2017
New technologies are so intuitive that even young children can use them. Problem is, they don’t always understand the implications when money is at stake.
March 6, 2017
Parents can ready their children for future financial security by regularly investing over their lifetime. What questions should you ask yourself when contributing to your children's savings plans?
February 21, 2017
Familiarity breeds trust and greed can overtake our common-sense approach to our money.
February 6, 2017
Think twice, ask questions and investigate before responding to an email or phone request. Never give out your credit card number over the phone or on an unknown website.
February 1, 2017
We don’t mean to, but parents can inadvertently pass along financial biases and reinforce widespread money myths. Here are some of the most common.
January 23, 2017
In Crowdfunding 101, we got you up to speed with what crowdfunding is. Crowdfunding 102 provides basic steps to follow if you’re considering trying it out for your latest venture.
January 16, 2017
Do you have a money hangover after spending your way through December? Here are a few simple ways to get your finances back on track this month
January 9, 2017
Crowdfunding is a hot topic. It suddenly feels like everyone is talking about it, yet you haven’t gotten on the bandwagon. You’re dying to know—what exactly is crowdfunding?!
December 23, 2016
Don’t ignore your financial logic and allow your spending to run out of control! Regain control by avoiding those common holiday spending mistakes that we’ve encountered over the years.
December 19, 2016
There’s so much pressure to spend lavishly at this time of year, with the hopes of building lasting memories for our families. But what if we’re doing more harm than good?
December 12, 2016
According to Statistics Canada, gift giving is a billion-dollar industry and consumers are paying for it well into the new year. Here are some money-saving tips to control spending and think like Scrooge.
December 5, 2016
The famed NBA star recently shared some pearls of wisdom about business, finances and being a parent
November 21, 2016
Check out these age-appropriate activities for financial literacy month
November 15, 2016
Any time is a good time to look at your personal finances. But since November is financial literacy month in Canada, why not take the opportunity to cross one money goal off your to-do list?
October 28, 2016
You’ve already done your homework from Part 1 and have the foundation ready to prepare a comprehensive financial plan. Now, Part 2 explains how to make, implement and monitor that plan.
October 19, 2016
Comprehensive financial planning encompasses all aspects of financial, and even non-financial affairs, irrespective of how the markets perform. Learn how you can gain peace of mind about your financial future.
October 17, 2016
Deciding how much allowance to give a child is a personal decision, but we’ve compiled the statistics on what other parents are dishing out, as a handy reference.
October 3, 2016
It’s tough enough to get kids in the habit of saving money for a specific goal — let alone putting cash aside for a rainy day. As always, experience is the finest teacher.
September 30, 2016
Having looked at how to save for higher education in Part 1 of this post, now learn how the tax system can further help cover the costs.
September 26, 2016
Despite the stereotype of seniors being most vulnerable to fraud, teens and young adults are actually more likely to lose money in a financial scam.
September 12, 2016
It’s back to school season again and we can dream about our children’s future, which often includes a post-secondary education. But, how do we pay for it? An RESP could be the answer.
September 6, 2016
The majority of young adults polled said “personal finance” is the high school course that would benefit them the most.
August 29, 2016
You’ve decided to be an entrepreneur, but what now? How can you avoid some common mistakes?
August 22, 2016
Striving to match the lifestyle of family, friends and neighbours — and their kids — can be a dangerous pursuit, both in financial and emotional terms.
August 15, 2016
So, you want to be an entrepreneur, but have no clue how to start or what to expect?
August 8, 2016
A U.K. study found that boys get 12 per cent more, on average, in weekly allowance than girls do. The reason why is simple — and it can teach us all a valuable lesson.
July 25, 2016
Ivory towers are not the only – or even necessarily the best – options for our kids’ financial futures.
July 12, 2016
Parents and educators have long known that comic books can improve children’s reading literacy. Now there’s one that can boost their financial literacy, too.
June 27, 2016
The end of the school year means report card time. Some parents reward their children for each A they bring home, but is this helpful?
June 20, 2016
With Canadian consumer debt at an all-time high and now the highest per capita in the world, bankruptcies are rising before interest rates have risen.
June 13, 2016
It’s a good idea to periodically take stock of where children are on the road to becoming money-smart. Here’s where my son is at.
June 6, 2016
Many of us have no control over increasing our income, but all of us have 100 per cent control over our spending.
May 24, 2016
It sounds counterintuitive, but it’s true—a sale does not always save you money.
May 16, 2016
Summer break is a great time to teach kids financial literacy and prevent holiday boredom.
May 9, 2016
Want a vacation, but on a budget? Check out these fun staycation ideas.
May 2, 2016
Just in time for Star Wars Day — May the 4th be with you!
April 25, 2016
Having a budget is key when planning a life event. So, let’s get started.
April 18, 2016
A CPA and his eight-year-old daughter prove that early exposure to numbers, math and financial concepts can reap remarkable rewards.
April 11, 2016
What to plan for and how to go about doing it.
April 4, 2016
While wealth won’t ensure wellness, bad money habits can be detrimental to your health.
March 28, 2016
Have you ever wondered why apps require specific permissions? Here are some tools to help you make better decisions when installing apps.
March 21, 2016
It’s that time of year again. Here are some of the more common tax credits and deductions parents should look into before filing their annual income tax returns.
March 14, 2016
What would you do if your smartphone got into the wrong hands? Is it password protected? What if someone bypassed the protection? Let’s look at ways to protect it.
March 7, 2016
Changing attitudes about housing, debt and delayed gratification make some people question what used to be the norm.
February 29, 2016
With tax deadlines coming up soon, let’s go over the basics and benefits of RRSPs and TFSAs.
February 22, 2016
Research shows that learning more math has a positive impact on students’ financial outcomes.
February 16, 2016
Tax season is just around the corner. How many of us really know our tax system?
February 9, 2016
After you have taken inventory or assessed your current financial fitness, it's time to put an action and training plan into place that will help you achieve some specific financial goals this year
February 5, 2016
Family Day and winter weekends often include flicks at home, so I’ve compiled a list of age-appropriate films with a financial literacy theme.
January 25, 2016
The push in the new year is to set New Year’s resolutions, and often the focus is on losing weight or earning more money. I would like to advocate becoming more financially fit.
January 18, 2016
Blue Monday provides an opportunity to talk with kids about the ways mood can influence spending — and vice versa.
January 11, 2016
Does financial planning scare you? Does it give you a sick feeling in the pit of your stomach? If it does, that’s probably because you don’t have a financial plan.
December 21, 2015
Delaying gratification isn’t easy, but it’s an essential milestone for kids on the road to becoming money smart.
December 14, 2015
As we head toward the holidays, money, and how we spend it, can either brighten the festivities, or make them more challenging. This season can be one of good cheer with some think-ahead financial planning.
December 8, 2015
There are some great games available that can help kids learn financial concepts while having fun. Here are a few of our favourites.
November 30, 2015
Let’s discuss the importance of having the knowledge and confidence to protect yourself against fraud.
November 23, 2015
Advertisers are experts at getting us to shop, so warn your kids about their wily ways.
November 6, 2015
Research shows that teaching your kids money skills has long lasting effects.
October 30, 2015
November is Financial Literacy Month. Learn what it’s all about.
October 26, 2015
Halloween offers a perfect opportunity to explain the economics of supply and demand.
October 19, 2015
I want to share some reasons why retirement planning should be a priority because procrastinating can lead to some unpleasant surprises in your golden years.
October 14, 2015
When I took my first tax course, the professor told us “There are two things in life that are guaranteed… death and taxes.” Before I talk about taxes, let’s talk about the positives.
October 8, 2015
Teaching your kids to have an attitude of gratitude can keep them from being impulsive spenders.
October 6, 2015
How many of us even open our investment statement? And how many of us actually understand it? Let’s look at the major sections and answer the most common questions.
September 28, 2015
Giving positive feedback is key to changing behaviour, so be sure to notice when your kids make smart money choices.
September 14, 2015
Since the $160- and $60-monthly payments can’t really make a dent in childcare costs, consider using the money for a long-term financial goal.
September 7, 2015
People are generally afraid of money and money management because the world of finance has its own language. Let’s simplify it.
August 27, 2015
There are so many reasons why people believe that working with a planner isn’t right for them. Here are the most common ones, with the myths debunked and excuses exposed.
August 25, 2015
Parent groups have been asking for more financial education in the classroom. But at least one money lesson will always be in the hands of parents.
August 20, 2015
When deciding whether you should work with a financial planner, there’s one simple question to ask yourself: How do I feel when I think about managing my money?
August 18, 2015
Before you hit the back-to-school sales, consider this simple trick to help your child learn a key financial lesson.
August 13, 2015
Now it’s time to talk about what to expect when you’re working with a financial planner.
August 11, 2015
Parents may not want to discuss past financial hardships with their children, but at least one personal finance expert thinks they should.
August 6, 2015
Financial planning can be daunting, especially when most of us are unsure about what it is. Here are some truths about it.
August 4, 2015
Summer provides plenty of opportunities for teachable moments as families spend more time together in a relaxed atmosphere. Here are a few valuable financial lessons parents can pass on to their kids this season.