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When Is the Best Time to Take CPP?

Francine Dick, CFP, RIS, EPC Carte Wealth Management Inc. - Dec.23,2021

You can take your Canada Pension Plan benefit as early as 60 or as late as 70. What are the benefits and disadvantages of taking it early or late?

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Taking Control of your Financial Future

Michelle Burandt, CIM JCIC Asset Management Inc. - Dec.23,2021

Women today are constantly balancing a multitude of priorities, and it has been found that planning for their financial future often gets left by the wayside. 

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Build Your Resilience Through Vision and Purpose

Arlene Hearn, Envision & Evolve - Nov.21,2021

We are all resilient beings having come through many challenges in our lives – career, family, illness, death and most recently a pandemic! The information I shared in last month’s presentation centered around the difference between ‘resilience during a stressful situation’ and ‘building next-level resilience needed to raise the bar’.

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INTENTIONAL CHANGE THROUGH JOURNALING

Rose-marie Fernandez, Professional Certified Coach, CoachingWorx.ca - Oct.25,2021

Lessons learned from simple laws of nature are that in order to achieve what we desire most in our lives we need to adhere to a consistent process.

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Fireside Chat - Hot Insurance Topics

Heather Freed, CFP®, CLU, CHS - Sep.27,2021

At the September 9, 2021 breakfast Heather Freed gave a short presentation on:

  • Tips you need to know before you start to travel again
  • Protection of your most valuable asset – your ability to earn a living as a solopreneur or business owner
  • Who / when to ask for a second opinion

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NOTABLE 2021 FEDERAL BUDGET MEASURES

Tina Tehranchian, MA, CFP®, CLU®, CHFC®, MFA-PTM (Philanthropy) - Jul.21,2021

While the 2021 Federal Budget did not include any changes to personal or corporate tax rates, it did include some notable measures that could affect seniors, high-income earners, and small business owners.

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