Author Archive for cindy

AUG 14 2019 – FINANCIAL EDUCATION PROGRAM – POST-SECONDARY TOPIC 1

We are excited to be offering a Children and Young Adult’s Financial Education program. We are providing material for three distinct age cohorts: 9-12, 13-17, and 18+. Please find the material below for the first topic in this series.

For Parents: Post-Secondary Topic 1 (Cash Flow)

Resources for Students:

  1. New York Times Article ‘How to Start a Budget’: View PDF
  2. University Budget Spreadsheet: Download Excel Spreadsheet

AUG 2 2019 – BDF CLOSED MONDAY, AUGUST 5TH

Please note our office will be closed on Monday, August 5, 2019 for the Heritage Day Holiday. Our advisors will still be available this date via email and cell phone. We will resume regular office hours on Tuesday, August 6th at 8:00am.

Wishing you a very happy long weekend!

JUL 16 2019 – GLOBE AND MAIL

View pdf of article: Online password overload making your head explode? A cyberfraud expert has the answer

JUL 16 2019 – FORBES

View pdf of article: Four things we should all learn from the wealthy

JUN 30 2019 – GLOBE AND MAIL

View pdf of article: For many working parents, paying for a patchwork of summer camps is an annual financial burden

JUN 20 2019 – GLOBE AND MAIL

View pdf of article: Consider these four tax manoeuvres before moving to the United States

JUN 17 2019 – BNN BLOOMBERG

View pdf of article: 10 pieces of financial advice for new grads

JUN 6 2019 – GLOBE AND MAIL

View pdf of article: Ten tax issues and opportunities with your cottage to watch out for

MAY 30 2019 – FINANCIAL POST

View pdf of article: Are you on speaking terms with your old pensions? Ignoring them could cost you

MAY 30 2019 – GLOBE AND MAIL

View pdf of article: The five biggest estate planning mistakes of cottage owners