Trusted expert providing integrated wealth planning & management to build and protect your wealth. ESG accredited.
Courtenay, British Columbia
Joined June 2013
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Financial feminism addresses the gender financial inclusion gaps by engaging, educating and encouraging more women to take control of their finances, as well as raise awareness to support these mindset changes. Here are 4 ways to take part in the movement: weforum.org/agenda/2021/09/4…
Here mental health practitioners share how they’re coping with so much uncertainty, and the techniques they personally use when they start to worry about COVID getting bad again. huffpost.com/entry/therapist…
Sometimes we’re tested not to show our weaknesses, but to discover our strengths. #MondayMotivation
Given the bull market of the past decade, some parents have noticed that there are substantial funds in their RESP and wonder if there are some strategies that could be employed to withdraw those funds with minimal tax. Here's what you need to know: financialpost.com/personal-f…
You can’t expect success if you only put in work on the days you feel like it. #MondayMotivation
With the election fast approaching, what should investors know before casting their vote on September 20? Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning shares his insights on key tax proposals from Canada’s major parties. youtube.com/watch?v=P3doyc3z…
As the pandemic era goes on, more than ever we need ways to refresh our energies, calm our anxieties, and nurse our well-being. The cultivation of experiences of awe can bring these benefits and has been attracting increased attention due to more research. hbr.org/2021/08/why-you-need…
Spending full days sitting at a desk or on the couch can take a toll on the human body. Here are a few tips and tricks to help you sit less during the day. Your physical and mental health will thank you. mindbodygreen.com/articles/h…
TFSAs are widely regarded as flexible, registered savings vehicles that allow Canadians to earn tax-free investment income to more easily meet their lifetime savings needs. CIBC's Jamie Golombek highlights the basics that you need to know. cibc.com/content/dam/persona…
Investing doesn’t have to be risky and you don’t have to go it alone. Believe it or not, it’s likely you have enough money to start now. And I can help! Contact me and we can come up with a plan to make your ambitions a reality. fortune.com/2021/05/18/women…
#TerminologyTuesday What is Collateral? It is an asset that a lender accepts as security for a loan. This collateral acts as a form of protection for the lender. If there is a default on loan payments, the lender can seize the collateral and sell it to recoup some of its losses.
Saying yes to every single social invitation can lead to feelings of being overwhelmed and to burnout. We let our FOMO create a sense of obligation that can negatively impact our mental health. The solution? Embracing JOMO or the “joy of missing out.” huffpost.com/entry/say-no-in…
#TerminologyTuesday What is a Budget? It is an estimation of revenue and expenses over a specified future period of time. It is usually compiled and re-evaluated on a periodic basis. They can be made for an individual, group, company or government.
#TerminologyTuesday What is Variance? It is a statistical measure of the spread between numbers in a data set. It is used as a tool to see how much risk an investment carries.
Achieving a quieter home has become a priority for a lot of people. With so many people shifting to work-from-home scenarios, finding some peace and quiet in order to concentrate has become more important than ever. Here's what you need to know: scottmcgillivray.com/sound-c…
To live is the rarest thing in the world. Most people exist, that is all. #MondayMotivation
