Helping our next generation - Financial Relief during COVID-19

Apr 24, 2020 |Wendy Chung
The Government of Canada recognizes that students and recent graduates are being significantly affected by the economic impacts of the COVID-19 pandemic. In March 2020, the number of post-secondary working students, aged 15-29, dropped by 28% from February...
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COVID19 Benefits - Do you have young kids?

Apr 12, 2020 |Wendy Chung
Staying at home during COVID-19 with kids has been INTERESTING... At our homes, both Rami and I have fair share of Disney movies such as Lion King, Little Mermaid etc... As parents of young children, we're glad that these two benefits are available for...
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What is a Spousal RRSP?

Jan 22, 2020 |Wendy Chung
My all-time favourite super-dooper couple is Mr. & Mrs. Incredible (aka Elastigirl). In The Incredibles 2 where Mr. Incredible finds himself taking a backseat to his wife Elastigirl in a world where superheroes are illegal. While she is kicking villain’s...
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Understanding your Notice of Assessment – RRSP Deduction Limit

Jan 22, 2020 |Wendy Chung

Do you understand your RRSP contribution limit? Have you every run into over-contribution of your RRSPs?

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TFSA vs RRSP (Or Both...)

Dec 31, 2019 |Wendy Chung
The new year has arrived, and you have TFSA contribution room of $6000 per person. This is also the season that we get the question about - Should I make a TFSA or RRSP contribution? The "right" answer is: IT DEPENDS. It depends on your personal life...
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10 Financial Checklist to Kick-Off Your 2020

Dec 31, 2019 |Wendy Chung
Many of us go through an annual ritual of setting resolutions. Improving health is usually high on many people’s lists — lose weight, exercise and eat healthier. However, we want to also make sure 2020 is the year that you improve your FINANCIAL WELLBEING...
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Your Financial & Tax Planning Calendar

Your Financial & Tax Planning Calendar

Dec 31, 2019 |Wendy Chung
We concur with Mr. Franklin when it comes to organization... Being organized with your money especially will literally earn you more $. And there is nothing better than feeling organized at the beginning of the year. As we kick off 2020, we would like...
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How AI and robotics making inroads in all corners of the health care sector?

Dec 08, 2019 |Wendy Chung
In the world of investments, the popular dinner and cocktail party discussions are often about growth oriented firms. This is particularly true with the hottest and sexiest tech firms that accelerates global changed. Disruptive innovations such as artificial...
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Do you understand your investment returns? Decoding Mutual Fund Distribution & Investment Return

Dec 05, 2019 |Wendy Chung
Every year it is like clockwork... Around end of December, any mutual fund positions in a portfolio, there will be Year End Distribution. Once this happens (usually towards latter half of December), we get questions from (mainly new) clients asking how...
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Thinking about 2020?... TFSA Contribution Room stays at $6000

Nov 29, 2019 |Wendy Chung
Perhaps it is a little too early to talk about 2020, since holiday season just got started (or at least that is what I want to tell myself). This week the CRA has published their 2020 "Indexation adjustment for personal income tax and benefit amounts"...
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