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An established financial expert, Cindy can speak to a comprehensive range of personal finance topics.
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Why advisors need to consider the unique financial challenges of LGBTQ clients.
Advisors who make an effort to use appropriate language can make LGBTQ clients and prospects feel more at ease.

Deanne Gage
Jun 27, 20243 min read
4 views


Slow uptake for FHSAs among advisors leads to missed opportunity to connect with the next generation.
Some people opening first home savings accounts are happy renting and using the accounts as an additional retirement savings vehicle.

Kelsey Rolfe
May 6, 20243 min read
3 views


FHSA's first year successful, but more awareness needed.
Financial experts believe that with a stronger awareness campaign, even more individuals could reap the benefits of this program.

Ben Cousins
Apr 1, 20242 min read
1 view


How to plan for financial emergencies.
Put a plan in place for when illness strikes or your phone breaks — you’ll feel better now, and your future self will thank you.

Kat Eschner
Jan 25, 20242 min read
0 views


A financial plan can cost you thousands. Here's how to get one on the cheap if money is tight.
While the cost of getting a financial plan can be intimidating, with a little research you can get a plan that suits your financial goals.

Renee Sylvestre Williams
Jan 22, 20242 min read
1 view


You've just been offered a pre-approved credit card. Should you take it?
A pre-approved credit card can improve your credit score, but think twice about taking the offer if you're already struggling with debt.

Srivindhya Kolluru
Jan 7, 20242 min read
1 view


How (and where) to find the best GIC rates.
High interest rates have made GICs an attractive investment option – but the big banks may not be the best place to find the best returns.

Ben Cousins
Oct 18, 20232 min read
4 views


Your Canada pension payout is about to improve — but it will cost you up front.
Once the CPP plan is phased in completely, the enhancement is set to grow Canadians’ maximum CPP retirement benefit by about 50 per cent.

Srivindhya Kolluru
Oct 15, 20232 min read
1 view


How parents are juggling paying for kids’ education while saving for retirement as costs rise.
One of the best things parents can do for their children is to be financially secure themselves.

Kira Vermond
Sep 21, 20232 min read
2 views


Can you survive on Canada’s government pension alone in retirement?
What to do if CPP and OAS will make up most of your retirement income.

Renee Sylvestre Williams
Jul 19, 20235 min read
36 views


5 Money Tips for New University and College Grads
Budgeting is about creating a plan for your money to live life on your own terms, within your means.

Cindy Marques
Jun 19, 20233 min read
6 views


Three ways to save on capital gains tax when selling a secondary property.
Selling a secondary property, like a cottage or a condo, can net a significant profit, but also result in a hefty tax bill.

Michelle Zadikian
Mar 24, 20232 min read
10 views


How advisors can bust their clients’ money myths.
When it comes to the art of money management, cultivating the right mindset is just as important as crunching the numbers.

Barbara Balfour
Mar 6, 20231 min read
3 views


Why ‘risk aware’ is a better term for women investors than ‘risk averse’
For women, the solution is not throwing caution to the wind and chasing windfalls or investing in the next hot thing.

Kira Vermond
Oct 25, 20223 min read
0 views


New to Canada? Here are 3 tips to start your life on financially sound footing.
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.

Cindy Marques
Jul 1, 20223 min read
8 views
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