Oakmont Financial

11/20/2023

Kids learn their money habits, in large part, from their parents. Here’s how I’m helping my daughter learn to track her savings and set spending goals.

06/20/2023

Planning on booking a cruise this year? Learn about the importance of travel insurance, along with the different types of travel insurance options to consider.

03/27/2023

Financial flashpoints are significant emotional events that shape our beliefs and behaviours towards money, ultimately influencing our financial and investment decisions.

Financial flashpoints are significant emotional events that shape our beliefs and behaviours towards money, ultimately influencing our financial and investment decisions.

12/25/2022

Wishing you a fun-filled holiday season!

11/24/2022

11/24/2022

Whether you’re looking for family getaway, a solo mountain trip; explore 5 of Eastern Canada’s best ski destinations from Ontario to Prince Edward Island.

11/16/2022

Although RRSP withdrawals can be deferred no later than age 72, it may be necessary or advisable to make withdrawals before then.

08/26/2022

Here are some tips on how to work from home and stay healthy, both physically and mentally.

08/26/2022

5 reasons to buy life insurance—right now
An effective financial plan goes beyond saving and investing. Life insurance can also be a key element in achieving your goals.

An effective financial plan goes beyond saving and investing. Life insurance can also be a key element in achieving your goals.

05/10/2022

Consider these five factors before deciding whether to contribute to a registered retirement savings plan (RRSP) or a tax-free savings account (TFSA).

04/08/2022

If you travel, here are some tips to help you stay :

➡️Make sure your friends and family in Canada are aware of your travel plans and itinerary

➡️Be alert when travelling by bus or train at night

For more tips: http://ow.ly/tHRH50IB4yY

04/08/2022

This week, expect an imminent increase of 50 basis points by the Bank of Canada.