Jon Zeppa, Certified Financial Planner

07/15/2025

https://www.theglobeandmail.com/business/article-regulatory-review-finds-mutual-fund-staff-at-big-banks-face-pressure/

Regulatory probe says sales practices at big five can lead to staff offering products and services not in customers’ best interests

01/03/2024

Happy New Year!
Work with me and be less stressed this year.

11/07/2023

https://www.financialplanningforcanadians.ca/articles/working-with-a-financial-planner-in-ontari

Ontario has adopted a framework that makes it easier to figure out who is qualified to give financial planning advice. Here's what you need to know.

02/08/2023

The RRSP deadline for 2022 contributions is March 1, 2023. Three weeks away! Contact me if you want to make a contribution.

04/06/2022

https://www.financialplanningforcanadians.ca/financial-planning/how-to-find-the-right-financial-planner-in-canada

CFP professionals are a unique group of planners who have proven that they are qualified to provide objective financial planning advice at the highest level of complexity required of the profession. Ask these 3 questions to find the right planner for you and your family.

02/23/2022

The deadline to make RRSP contributions for 2021 is less than a week away!
Have you made your contribution yet?

01/18/2022

RRSP or TFSA: Which is the right option?
Everyone's situation is different. Working with an advisor to come up with a plan will help you make the right choice.
Please let me know if I can help. 905-329-1639

Confused about RRSPs and TFSAs and don’t know whom to ask? Learn all about tax-sheltered accounts and which one is right for you.

01/04/2022

I saw a lot of those "you can retire 30% richer" commercials over the holidays - suggesting that if you invest with them, you'll end up with more money in retirement.
What they don't mention is that you have to invest on your own, without an Advisor.
Research has shown that over a 15 year period, Investors working with an Advisor accumulate 3.9x more wealth than those unadvised.

What would you rather have??

12/21/2021

2022 TFSA Limit Released.
You can add $6000 to your TFSA in 2022.
Limit likely to increase in 2023.
https://www.advisor.ca/tax/tax-news/tfsa-limit-for-2022-released/
Call or text to discuss 905-329-1639

Find out how much clients can contribute