Financial Planning

I spoke with The Globe and Mail about why LGBTQ Canadians are looking for representation and empathy from their financial advisors.

I spoke with The Globe and Mail about why few of my clients are using FHSAs, and how to keep a down payment growing.

I spoke with BNN Bloomberg about the FHSA's successful first year, who may qualify, and how the program could become more flexible.

I spoke with TVO Today about building an emergency fund by starting with the minimum cost of your life and treating savings like a bill.

I spoke with the Toronto Star about what financial plans cost, where to find affordable options, and how I keep my own fees accessible.

I spoke with the Toronto Star about pre-approved credit card offers: how they can boost your credit score, when balance transfers make sense, and why your spending habits matter most.

I spoke with Yahoo Finance Canada about finding the best GIC rates: why it pays to shop around, how much to lock in, and the tax surprises to watch for.

I spoke with the Toronto Star about the CPP enhancements: why your future pension will be bigger, and why your paycheque may feel smaller in the meantime.

I spoke with The Globe and Mail about balancing your kids' education costs with your own retirement, and why my parents' 50/50 approach worked so well for us.

I spoke with the Toronto Star about whether you can retire on CPP and OAS alone, and the ways to stretch your income if government pensions are most of your plan.

Budgeting is about creating a plan for your money to live life on your own terms, within your means.

I spoke with Yahoo Finance Canada about lowering capital gains tax when you sell a cottage or other secondary property, from the principal residence exemption to selling costs.

I spoke with The Globe and Mail about the money myths and beliefs that hold clients back, and how advisors can help without judgment.

I spoke with The Globe and Mail about why women investors are risk aware, not risk averse, and how a clear plan helps you invest based on facts, not fears.

Moving to another country to begin a new life can be difficult, especially if you’re worrying about money. Here’s how to take control.