Webinar Replays.

Wedding Vows Instead of Money Woes

Financial stressors can affect an otherwise blissful union. In fact, a study produced by Money Magazine found that a whopping 70% of married couples argue about money. Join me for a discussion on how to change our mindsets from independence to inter-dependence and begin to learn how to eliminate these stresses from your marriage.

Spring Cleaning Your Money Management

If you are anything like me, springtime’s warmer weather brings with it a renewed optimism about our physical surroundings. “Spring cleaning” helps us to dust away the soot and the cobwebs that accumulate during winter’s hibernation and rejuvenate us for the precious summer months ahead. We should take this opportunity to apply the same philosophy to our financial plan! Are you still saving and investing like you did years ago? Have your financial strategies matured with you? Has the pandemic changed your priorities?

Ask Me Anything

Your finances are very personal, but you’d be surprised by the themes that are consistent from individual to individual. Join me for a special edition of my monthly webinar where I will be dedicating the entire hour to answering real questions sent in from you!

Let’s Talk About Taxes

Our tax reporting deadline is fast approaching. Proactive tax planning is far better than scrambling to enact a tax planning strategy retroactively. Join me for a quick recap of some pressing topics relevant for the 2020 tax reporting deadline and some additional suggestions to improve your tax planning for the future.

(Not So Well Known) RRSP Strategies

RRSP contributions are one of the most-worthwhile tax planning strategies available to Canadians. As you may know, contributions reduce your taxable income for the year; yielding a refund of the taxes that were withheld at source. Sounds simple, and it is, but there are a few strategies that can make this great strategy even more powerful!

New Year, New Plan

Second only to losing weight and getting healthy, Canadians commonly list their desire to learn more about personal finance, conquer their spending and increase their savings among their New Year’s resolutions. This seminar will provide you with a step-by-step demonstration of how to assess your affordable lifestyle and will give you everything you need to set up a savings strategy for the coming year.

Pandemic Divorce

This seminar will tackle some of the financial issues to consider whether you are thinking of separating, already in the process or recently separated / divorced. Like many of life’s major transitions, making decisions that are based on cool-headed evaluation and projections makes the process much easier and will often result in a far more acceptable outcome.

The More Things Change…The More They Stay the Same

The things that you and your family can do to help deal with financial stress during the pandemic.

People Plan While the Universe Laughs

The top 3 things that you can do to ensure that you, your family and your lifestyle are protected from the pandemic.

Would You Rather Die Rich or Live Richly?

More than just a cliché, money management is the single most powerful planning tool at your disposal. The moral may be simple – live within your means – but it is exceedingly difficult to execute.

The Two Comma Club: Why a Million Ain’t What It Used to Be

Generations have used the $1,000,000 dollar mark as a guide-post to feeling wealthy. While membership in the “Two Comma Club” has its privileges, the dollar amount alone does not tell the whole story.

Fluent in Finance – Demystifying Investment Strategies

Why is it necessary to invest? At some point, your income will stop but your expenses will not…