Jacqueline Soong, CFP

03/05/2026

Always LOVE coming out to ’s annual International Women’s Day event.

It was a powerful reminder of the impact women have when they come together to support one another.

The stories, experiences, and perspectives shared throughout the event were truly inspiring. When women lift each other up, they create opportunities, build confidence, and help open doors for the next generation.

Some things that resonated with me applicable to the finance industry is that women often don’t feel confident with money. However, what I’ve learned is women more likely to take appropriate investment risk when they are heard and supported.

Until I heard that read, I didn’t realize that’s what I try to do with my practice! Happy to know I’m trying to move the needle forward 💕

02/25/2026

Always a pleasure to be part of such an amazing event. And I’m especially thankful to Desjardins Group for being a sponsor 3 years in a row now. It speaks to the level of commitment to LOCAL communities Desjardins has 💚💚💚

02/03/2026

Did you know that not all of your investment income is taxed in the same way?

10/03/2025

Another year. Another

the food court social is an amazing initiative supporting the augmented education program.

all the chef booths today are from graduates of the program

Reel to come soon!

04/29/2025

WEBINAR THIS THURSDAY AT 8 PM

Join us for a practical and informative session on personal finance, geared towards families with school-aged children.

This webinar will cover key strategies to help you make confident financial decisions and plan wisely for the future.

Do you ever find yourself asking:

What should I do with my tax refund?
Should I prioritize paying down my mortgage or contributing to my TFSA or RRSP?
How much do I need to save for my children’s education?
Will I have enough to retire comfortably?
Do I really need life insurance?
Whether you're just getting started or fine-tuning your financial goals, this session is designed to give you clear, actionable advice.

A live Q&A will follow the presentation.

Microsoft Virtual Events Powered by Teams

03/20/2025

Last night looked different for CFP Jacq as I spoke at a local women’s shelter for women fleeing abuse on financial literacy topics like budgeting and insurance.

These women were living a normal life until their abuse started. They loose their freedom, confidence, dignity and ability to manager their money.

Abuse comes in many forms such as: physical, emotional, financial, digital, isolation, threats, and sexual.

It was eye opening listening to the obstacles these women have had to overcome.

As a new mom myself, I can’t imagine trying to protect my child from these situations and it goes to show how incredibly resilient women and moms are! 💪🏻

After learning there were babies living in the shelter, I rallied our Facebook mom community and put together a few boxes of items. One mom put their baby in the snowsuit right away 🥹

If you or anyone you know is in an abusive situation, they can call the Assaulted Women’s Helpline 416-364-4144 or you can assist by providing them the AWHL website

03/07/2025

Did you know there is a section on the Desjardins website that is dedicated to tariffs, centralizing our practical advice, support solutions and economists’ analysis for businesses? You may find some of the information there helpful. ⬇️

https://shorturl.at/Y7l0z

02/28/2025

The rules that apply to the First Home Savings Account (FHSA) state that you can contribute a maximum of $8,000 per year up to a lifetime limit of $40,000. If you don’t use all of your contribution room for the year, you can carry the remainder forward to the following year. In this case, since ...

02/21/2025

RRSPs, TFSAs and FHSAs

We are in the final week where you can contribute to your RRSP (deadline is March 3). These three powerful, tax-advantaged, investment vehicles can help you along your way to owning a home and saving for retirement.

Gone are the days where RRSP first is the right answer, and typically this is outdated advice. Contact me today to determine what contribution strategy is best for your personal situation!

It wasn’t too long ago that anyone wanting to save money for the future – particularly for retirement – in a tax-sheltered environment had essentially one choice: the Registered Retirement Savings Plan (RRSP). Starting in 2009, an additional option became available: the Tax-Free Savings Accoun...

02/03/2025

Desjardins research reveals which industries are most at risk and whether a trade tussle could tip the country into recession

12/05/2024

Did you know there’s a new First Home Savings Account available to help folks save for their first home?

It’s a great tool that allows you to deduct your contributions and withdraw your money tax-free to purchase your first home! 

However contribution room only accumulates if you have the account open, so make sure you do this before the end of the year so that you get the $8000 of room.



To use the HBP, you need to have a registered retirement savings plan, or RRSP. An RRSP allows you to save money in a tax-sheltered environment, and your contributions can be deducted from your taxable income.

11/29/2024

The 2025 TFSA contribution limit is $7,000 again!

For those who were at least 18 years old in 2009, this is a cumulative limit of $102,000.

Did you know, the number one mistake I see folks make is using their TFSA as an emergency fund. The TFSA presents investors with an opportunity for tax-free investment growth.

With the right portfolio allocation, selecting suitable investments in your TFSA can help you reach your goals faster! Book an appointment today to learn more.

The Canada Revenue Agency (CRA) has added another $7,000 to the total amount that can be contributed to a tax-free savings account (TFSA) as of Jan. 1, 2025.