WEALTHplan

12/05/2024

https://books.friesenpress.com/store/title/119734000463945036

New to making money? Wondering how to achieve financial independence? As with any great voyage, it’s about the journey—not the destination. From Gennaro De Luca—Certified Financial Planner (CFP®) and personal finance expert—Your Financial Constitution...

10/20/2024

Why Tax Efficiency is Crucial During Retirement
https://taxplancanada.ca/why-tax-efficiency-is-crucial-during-retirement/

03/20/2023

Home of digital credentials

11/13/2021

Some of the most common questions I get from clients approaching retirement age are about Canada Pension Plan and Old Age Security. I've produced a short tutorial video that explains the basics. Enjoy!

04/04/2021

Our panel of experts answer your most complex income tax questions. See what they have to say about government support and Covid benefits.

02/07/2021

Consumers’ pandemic shopping lists went beyond baking flour and exercise equipment in 2020. They also bought more life insurance.

02/06/2021

2020 was brutal in many ways but the stock market had a great year. There are two foundational principles that 2020 highlighted which are essential for us to keep in mind as we invest.

02/05/2021

Live TV-streaming services have raised their prices but cutting the cord is still cheaper—for the most part—than cable.

02/04/2021

The popularity of fintech has spiked in recent times. Here's how FinTech will shape the global financial market in 2021.

02/03/2021

One year ago, hosting a pizza party with co-workers or showing up to work with stomach bug symptoms were unthinkable in terms of fireable offences. But legal suits based on such incidents are now before the courts.

02/02/2021

Financial planners aren't just for high earners or soon-to-be retirees — they're also helpful for many people in their 20s. A financial planner can help you achieve big goals, like saving for retirement or buying a house.