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An established financial expert, Cindy can speak to a comprehensive range of personal finance topics.

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‘A dating app for debt.’ For emergency cash, is an online peer-to-peer loan the right way to go? It depends.

Before signing up for a peer-to-peer loan online, read the fine print and make sure to ask about any upfront fees.

Srivindhya Kolluru

Jun 17, 20232 min read

Own Property? Here’s What You Need to Know About Filing Your Taxes This Year.

Here are some considerations for primary and income property owners to keep in mind when filing taxes.

Zakiya Kassam

Apr 6, 20232 min read

Some young Canadians are downsizing their homes to cut back on their expenses.

A 2022 Statistics Canada survey found that more than one-third of Canadians were finding it difficult to meet household financial needs.

Noushin Ziafati

Mar 27, 20232 min read

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 23, 20232 min read

Some Canadian employers offer egg freezing as part of expanded fertility benefits.

The increasingly popular procedure is costly -- as much as $15K for an egg freezing cycle and meds -- putting it out of reach of many women.

Brett Bundale

Mar 15, 20231 min read

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

Why withdrawing early from RRSPs to pay down debt can lead to ‘regret’.

Clients need to think about other ways of putting money aside when they run into financial difficulties.

Deanne Gage

Dec 14, 20222 min read

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 24, 20223 min read

Some Ontario Renters are Facing Unregulated Rent Increases. Here’s Why it's Legal.

A guide to legal and illegal rent increases in Ontario and advice for tenants living in a non-rent-controlled unit.

Zakiya Kassam

Sep 13, 20221 min read

How to handle clients’ investment concerns during vacations.

Clients have become more open to virtual communications amid the pandemic and remote experiences that better accommodate their busy lives.

Barbara Balfour

Jul 27, 20222 min read

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

Jun 30, 20223 min read

Investment industry’s traditional culture remains a barrier for LGBTQ Advisors.

The wealth management industry has started to put an increasing amount of resources towards helping their diverse employees feel comfortable

James Berkow

Jun 23, 20221 min read

Considering tenant insurance? Here’s what you need to know first.

Water damage, a kitchen fire or a slip and fall in your apartment can all lead to significant financial headaches if you’re found liable.

Leah Golob

Jun 20, 20222 min read

What advisors must know about working with LGBTQ2+ clients.

Cindy Marques sheds light on challenges, realities, and values for wealth professionals to consider.

Leo Almazora

Jun 14, 20223 min read

Here’s how to take a half a year off work without going broke.

To take a sabbatical and only end up in an awful place financially is counterproductive.

Leah Golob

Mar 20, 20221 min read

Why the ‘culture of now’ is making it difficult for Canadians to save for retirement.

There is a creeping belief that any savings deficits today can be easily made up for tomorrow by essentially gambling on a high-risk asset.

Barbara Balfour

Mar 15, 20222 min read

After a raise, watch out for lifestyle creep eating into potential savings.

Combatting lifestyle creep boils down to tracking your expenses. Most problems happen when you’re not aware of how your money is moving.

Leah Golob

Mar 10, 20222 min read

Does tax anxiety have you procrastinating? Here’s how to take back control.

The only thing worse than having to deal with owing the CRA money is avoiding it.

Sigrid Forberg

Mar 2, 20222 min read

'No buy' challenges can help bring spending under control.

Reframing the practice of conscious spending under the guise of a `challenge' is a good way to incentivize mindful behaviours.

Leah Golob

Jan 4, 20221 min read

Why working with millennials is not all about the money.

With millennials, the focus is on helping them find stability, reducing debt and building a buffer for potential gaps in income.

Steve Randall

Nov 12, 20211 min read