Archive for the 'News & Events' Category

NOV 29 2019 – KID’S FINANCIAL EDUCATION PROGRAM AGES 9-12 TOPIC 4

Please find the material below for the fourth topic in our financial education program for children ages 9-12:

For Parents: 9-12 Topic 4 (Exploring the Entrepreneurial Spirit)

Resources for Kids:

  1. Warren Buffett’s Secret Millionaires Club Webisode ‘Walkin’ the Dog’: View on YouTube
  2. Mr. Cory’s Cookies ‘Our Story’: View on Website
  3. Me & the Bees Lemonade ‘About Us’: View on Website

 

Nov 22 2019 – Forbes

View pdf of article: Meeting your Financial Planner for the first time? Nine pieces of information to prepare

Nov 21 2019 – GLOBE AND MAIL

View pdf of article: Missing payments highlight need for seniors to prepare financial plans

NOV 21 2019 – GLOBE AND MAIL

View pdf of article: Health-care costs need to be top of mind during retirement planning

NOV 14 2019 – GLOBE AND MAIL

View pdf of article: Five ideas to reduce the clawbacks of OAS benefits

NOV 8 2019 – GLOBE AND MAIL

View pdf of article: Pensions 101: The importance of understanding your pension

OCT 31 2019 – GLOBE AND MAIL

View pdf of article: Year-end tax strategies that business owners need to consider

NOV 18 2019 – KID’S FINANCIAL EDUCATION PROGRAM POST-SECONDARY TOPIC 4

Please find the material below for the fourth topic in our financial education program for post-secondary students:

For Parents: Post-Secondary Topic 4 (What is an Emergency Fund)

Resources for Students:

  1. Vanguard Article ‘What’s the Right Emergency Fund Amount?’: View on Website

 

NOV 5 2019 – KID’S FINANCIAL EDUCATION PROGRAM AGES 13-17 TOPIC 3

Please find the material below for the third topic in our financial education program for children ages 13-17:

For Parents: 13-17 Topic 3 (What’s the Cost)

Resources for Students:

  1. Media Smarts Article ‘Talk to Kids about Advertising – Tip Sheet’: View on Website
  2. Biz Kids Episode ‘You are the Target!’: View on Website
  3. Becoming Minimalist Blog Article ‘ We Don’t Buy Things with Money, We Buy Them with Hours from our Life’: View on Website

 

OCT 22 2019 – GLOBE AND MAIL

View pdf of article: Intergenerational wealth transfer is a family affair