November 20, 2008
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Income Splitting, Trick or Treat?

Title: Income Splitting, Trick or Treat?

By : Richard Rizi, CFP

The moon is full, the night is young, and a cold wind blows the leaves down the street. As the darkness deepens, the streets fill with ghosts and witches. Suddenly there is an eerie knock on the door - is the neighborhood suddenly haunted, or is it that one night of the year that many young and old look forward to?

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Money Management 101

Title: Money Management 101

By : Josephine Parks, CFP

For young adults moving away from home for the first time to attend college or university, September brings a whole new reality. One of the biggest challenges they’ll face — besides having to do their own laundry for the first time — is managing their finances. With that in mind, here are seven financial survival tips for students, many of which are equally valuable post-graduation.

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My Best Career Move

Title: My Best Career Move

By : By Betty Anne Flynn, CFP

I had been offering financial advice to members for many years, in the credit union where I worked, on matters such as investments, RRSP’s, budgeting, mortgages, loans, leases, estates, powers of attorney, personal income taxes, education planning as well as many more financial services and products.

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Budgeting for High Gas Prices this Summer

Title: Budgeting for High Gas Prices this Summer

By : Lisa Mikhael, CFP

Like many Canadians, you may be wondering how the recent spike in gas prices will affect your summer plans and overall financial situation.

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Spring Into Financial Planning

Title: Spring Into Financial Planning

By : Lora Grant, CFP, FCSI

The snow is gone and plants are sprouting in the garden. The robins are chirping and we are shedding our layers of winter clothing. Spring has finally sprung!

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Financial Planning for New Canadians

Title: Financial Planning for New Canadians

By : Richard Rizi, CFP

Canada is the destination of choice for many immigrants. According to a 2007 United Nations report, we ranked as the fourth best country in the world to live in. The report included a long list of criteria, including factors that influence a person's quality of life, GDP and life expectancy.

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Charitable giving, a win-win situation

Title: Charitable giving, a win-win situation

By : Marc Andre Castonguay CFP

Many of you have, at one point, given money to a charity. While it feels good to know you are contributing to a worthy cause, there are also fiscal benefits to being generous.

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