Financial Notes

One of the best ways to make a community strong is to support – either with your time or your money – its nonprofit organizations. These groups are dedicated to assisting and supporting your fellow citizens, some of whom struggle with illness or poverty. … to read more download: “Financial Notes” Connection Article December 2011

Financial Notes

I have coined a new word which I introduced in a speech to the Women’s Business Network meeting on November 2nd: the “Anti-Preneur”. This is a person who thinks they are an entrepreneur, but in fact they are exactly the opposite. … to read more download: “Financial Notes” Connection Article November 2011

Moving and Your Expenses

Moving is a pain, but there is one possible upside when it’s time to file your tax return for  the year: moving expenses can be claimed as an income deduction if you moved during the year and established a new home to start a new job or business. This deduction is also available to post-secondary … Read more

Financial Notes

Following my 15 seconds of fame in the Globe and Mail (“Student Financial Planning 101”, August 22nd) and many articles geared towards “back to school”, this month’s topic is RESPs. … to read more download: “Financial Notes” Connection Article September 2011

Financial Notes

On the same day in July, both the Globe and Mail and Entrepreneur Magazine posted  links on Twitter to articles about the pros and cons of going into business with a partner. It seemed to be a sign so that’s the topic of this month’s column. … to read more download: “Financial Notes” Connection Article … Read more

Financial Notes

The 2011 federal budget was finally passed following the election last month. It did not provide for many benefits to the average taxpayer, but there are a few changes you should know about. … to read more download: “Financial Notes” Connection Article July 2011

Financial Notes

There are many variables in the Canada Pension Plan (CPP) amendments that received Royal Assent in December 2009. These changes take effect in 2012, but may affect retirement planning decisions needed now. … to read more download: “Financial Notes” Connection Article May 2011

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