Blogs

Recent articles from the blog.

2021 Financial Calendar
2021 Financial Calendar
Jan 14, 2021 | Bobby J. Ning CFP EPC
The Financially Resilient Optometrist
The Financially Resilient Optometrist
Jan 6, 2021 | Alphil J. Guilaran
Government of Canada to allow up to $400 for home office expenses
Government of Canada to allow up to $400 for home office expenses
Jan 5, 2021 | Bobby J. Ning CFP EPC
Personal Tax Planning Tips - End of 2020 Tax Year image

Personal Tax Planning Tips - End of 2020 Tax Year

As we near the end of the 2020 tax year, it is an excellent time to review your finances.  Listed below are some...
Bobby J. Ning CFP EPC
December 9, 2020
Applications for the new Canada Emergency Rent Subsidy starts today! image

Applications for the new Canada Emergency Rent Subsidy starts today!

For businesses, non-profits and charities facing uncertainty and economic challenges due to COVID-19, the...
Bobby J. Ning CFP EPC
November 25, 2020
Defined Contribution vs. Benefit Pension Plan for Employees image

Defined Contribution vs. Benefit Pension Plan for Employees

  The Key Differences Between a Defined Benefit and Defined Contribution Pension Plan As an employer, you may be...
Bobby J. Ning CFP EPC
November 24, 2020
Pandemic Money Lessons for Doctors image

Pandemic Money Lessons for Doctors

“Pandemic Money Lessons For Doctors” was written by Alphil Guliaran and published by Pulse Magazine. This article...
Alphil J. Guilaran
November 23, 2020
When the clients job has an early expiration date image

When the clients job has an early expiration date

Bobby Ning takes a deep dive into what happens when clients such as stunt artists and athletes' jobs have expired....
Bobby J. Ning CFP EPC
November 23, 2020
Financial Wellness tips for ODs during a pandemic image

Financial Wellness tips for ODs during a pandemic

I had the opportunity to interview Stanley Chow who is a Certified Financial Planner specializing in financial...
Nevasha Naidoo
November 21, 2020
New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan image

New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan

On October 9th, the Federal Government announced the new Canada Emergency Rent Subsidy (CERS), the extension of the...
Alphil J. Guilaran
October 9, 2020
Applications for Canada Recovery Sickness Benefit and Caregiving Benefit starts today! image

Applications for Canada Recovery Sickness Benefit and Caregiving Benefit starts today!

Starting October 5, 2020, the Government of Canada will be accepting online applications for the Canada Recovery...
Alphil J. Guilaran
October 5, 2020
The Difference between Segregated Funds and Mutual Funds image

The Difference between Segregated Funds and Mutual Funds

Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should...
Bobby J. Ning CFP EPC
October 2, 2020
Throne Speech: Recovery Plan Highlights image

Throne Speech: Recovery Plan Highlights

On September 23rd, Prime Minister Justin Trudeau outlined the Federal government’s approach to meeting the...
Alphil J. Guilaran
September 24, 2020

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