Summer is officially here, and it’s time to mingle and socialize. Many are ready to finally enjoy an unrestricted covid season. Now, to get financially prepared for the summer. Enclosed are some interesting tips that could help curb spending temptations during the vacation season. Remember, it is also essential that we think of how our […]
Author Archives: Jackie Porter
Setting the Stage for an Amicable Split. No one makes the decision to spend the rest of their lives together only to separate. Yet unfortunately, not all relationships will last forever. If you decided to make a commitment to your partner and after giving it your all, it still didn’t work out, take heart. The […]
Important Money Conversations to Have on the Next Stage of Your Relationship Journey Sometimes having the money talk can feel awkward, especially in romantic relationships. Remember, many of us don’t learn about money in school and depending on how we grew up and what types of conversations we were exposed to, it can affect how […]
Financial Considerations You Need to Think About as You Begin and End a Relationship. PART ONE In honour of February being the month of love, I am launching a 3-part series supporting making love last beyond Valentine’s Day. As money is a common reason why happy couples decide to separate, I want to encourage more […]
A big reason for opening an RRSP is to take advantage of the tax benefits it provides. The funds you contribute will not be taxed as income until they are withdrawn (ideally when you retire and in a lower tax bracket). Income that is earned within the RRSP accumulates tax-free. Another significant benefit of RRSPs […]
Do you feel financial regret when you see how much you spent on Christmas gifts on your credit card balance? If the answer is yes or maybe, you might be paying more than you can afford. Getting gifts for your loved ones can already be financially challenging in any year, and this year isn’t any […]
Some women may prevent themselves from becoming successful leaders by not acknowledging their superpowers and standing in the background without taking initiative. This week on our Live, we discussed how to become an empowered leader with Vicki from WIL Empowered. What are some challenges women face on their leadership journey? Lack of confidence: Women tend […]
Introduction Growing your wealth and security. It’s a life-long commitment, offering lasting rewards. How should your financial planning change as you grow older? What priorities do you need to focus on at different stages of your life? Let me tell you about our team of advisors. As a client, you need an advisor to trust […]
Why aren’t women investing as much as men? Contrary to popular belief, there isn’t as significant a financial literacy gap as a confidence gap between men and women. The financial confidence gap of 60% has more with women not tapping into what they already know about money when making investment decisions. Women tend to be […]
Men and women have different ways of approaching financial management which can cause some challenges when they need to work together. What are some differences between men and women around making financial decisions? Due to societal pressure, men might feel more significant pressure in providing for the household. This can also reflect on managing money, […]