November 25, 2019
The holiday season is a busy time of year when spending increases as people are entertaining and purchasing gifts. However, as spending increases, so does the risk of fraud.
November 11, 2019
With the holiday season around the corner, it’s important to start checking your list twice now so that your wallet can jingle all the way through December.
October 21, 2019
How do you know whether purchasing a home or renting is better for you? Here are some financial and non-financial factors to consider when making the decision.
October 9, 2019
How do you know whether purchasing or renting a home is better for you? Here are some financial and non-financial factors to consider when making the decision.
September 23, 2019
After all your efforts at being a loyal customer and earning rewards points at your favorite retailer, what are you doing with them? In this blog we explore the redeeming side of the rewards equation.
September 9, 2019
Who doesn’t love free stuff? From three cents off every litre of gas to four per cent cash back on groceries, take a look at earning rewards and what they can mean for you.
August 27, 2019
In this blog, you can learn more about how to provide pension income to a loved one with a disability, such as with a Registered Disability Savings Plan.
August 13, 2019
Financial planning for families who have a loved one with a disability is different. Planning needs to be inclusive, sensitive, appropriate, certain and long-term. Learn more about what’s involved.
July 22, 2019
Do you know what happens if you use the property to earn rental income or run a business? Learn more about this and other factors affecting the Principle Residence Exemption.
July 8, 2019
Did you know that principal residence sales and any resulting capital gains are tax exempt in Canada? Find out more on how to get your tax exemption below.
June 21, 2019
How do homeowners deduct their mortgage interest? Read more and find out the pros and cons.
June 11, 2019
A lot of folks have the financial know-how to become savvy investors, however, the skills necessary for managing day-to-day finances do not always translate.
May 27, 2019
Your credit score could help you save a lot of money and stress. Here are five ways you can improve your creditworthiness.
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?