Tanis Robertson, Certified Financial Planner

06/06/2026

This really grinds my gears! Markets down 2% is NOT a "crash"! Oh no, we are back down to levels not seen since (checks watch) TWO WEEKS AGO! **clutches pearls**

Canada and US markets are still up over 7% in 2026!

Do your best to not consume financial "news" media like I have to.

Man I'm grumpy today lol

09/24/2025

Mallard Wealth Advisors has moved to Assante Financial Management Ltd!

Email from Mallard Wealth Advisors You don't want to miss this!     We have exciting news!   You, our clients, are at the heart of everything we do. For many years we’ve been proud to help you navigat

06/20/2025

If you received the Disability Tax Credit, you may qualify for additional funds with this new program!

You can now apply for the Canada Disability Benefit, with first payments beginning in July if your application is received and processed by June 30.

This new benefit is a monthly payment for working-age persons with disabilities who have low income.

If eligible, you can apply online, over the phone or in person.

Get all information about eligibility criteria and how to apply here ➡️ https://ow.ly/U9YE50WcSkC

Image description: The Canada Disability Benefit is now available. Apply today!

02/21/2025

Learn how to be prepared for market swings and take the best course of action when it comes to your money.

02/21/2025

In Canada, people with disabilities and their families can open a registered disability savings plan to save for the future. Here’s how RDSPs work.

02/14/2025

Enjoy this dating advice from CRA! 🥰