Karen Rodricks, Financial Planner

04/16/2021

Understand whether income splitting could work for you.

Narayan wants to know the best ways to save income tax, given the disparity between his income and his wife’s.

04/16/2021

Important to understand key difference between mortgage and life insurance. Ensure you are getting independent advice.

Usually it’s a choice between term life insurance and whole life insurance. But where does mortgage insurance come into play? We talked to an expert to find out when it’s needed.

02/26/2021

Record-low mortgage rates, combined with a low supply of available homes, have created a cut-throat market for buyers across the country. You may not win your very next bidding war, but following these tips will give you a strong shot at success in the long run.

09/29/2020

You don’t have to be rich to give children a good start in life. Here are six strategies to use with kids of any age.

09/29/2020

For most Canadians, the transition won't require action. For others, it may.

08/06/2020

Ensure you speak to your employer and check with your accountant if you qualify.

Hundreds of thousands of Canadians compelled to work from home as a result of the COVID-19 pandemic could be eligible for a lucrative tax deduction.

07/07/2020

People who use an advisor have more savings and contribute more to the economy, according to a report

04/29/2020

You may be able to deduct household expenses if you are currently working from home. Please speak to your accountant

If you've been forced to work at home due to COVID-19 you might be able to claim some of your household expenses on your income tax next year.

04/14/2020

Jamie Golombek: CRA continues to process returns and encourages Canadians to file electronically — here’s what you need to know

01/15/2020

Should you invest in a TFSA or RSP? If you have the money, I would recommend both.

Did you know if you’ve never opened a TFSA, you can contribute up to $69,500 today?