More than smart investing & honest advice, we're with you every step of the way.

Posted in TFSA

5 Things Your Estate Plan Should Include

Posted by Frank Gasper on 13 April 2021
avatar
5 Things Your Estate Plan Should Include
Wondering what an estate plan should include? Here's a checklist of items you should have in your estate plan and things you need to do. If you have not read our blog post yet, Do I Need an Estate Plan? I encourage you to do so. It is a short read but paints a really good picture of who needs an estate plan and most importantly, why. You will find out that you're not too young to have an estate plan, it does not need to be expensive and there are plenty of good reasons you sh...

4 Ways to Save for a Down Payment on a Home

Posted by Frank Gasper on 9 March 2021
avatar
4 Ways to Save for a Down Payment on a Home
If buying a home or condo is on your future wish list, you'll want to start saving as soon as possible. Here are 4 smart ways you can start saving for a down payment and the pros and cons that go along with them. 1. Use the RRSP Home Buyers' Plan for a down payment The government allows first-time home buyers to use their RRSP savings to purchase a home under the Home Buyers' Plan, tax-free up to $35,000, as long as you pay it back within 15 years. If you are purchasing with...

Set Yourself up for Financial Success in 2021

Posted by Frank Gasper on 19 January 2021
avatar
Set Yourself up for Financial Success in 2021
Whether you set new year resolutions or not, taking one step toward improving your financial literacy and applying that knowledge in 2021 would serve everyone well. Small steps will get you moving in the right direction. Here are some easy ways to get started. Learn About Personal Finance Whether you have lots of time or only a few minutes a week, there are plenty of sources of information on personal finance. Here are some solid recommendations to get you started. Blogs:&...

An Estate Plan is the Ultimate Gift

Posted by Frank Gasper on 21 April 2020
avatar
An Estate Plan is the Ultimate Gift
What is an estate plan? An estate plan is simply a checklist that ensures your personal belongings and finances are easy to manage and distribute, exactly how you want them to be, when you die. It also makes sure your estate doesn't pay more tax or legal fees than it needs to and perhaps most importantly, it makes things so much easier for your loved ones. While the word "estate" is often associated with large properties and the wealthy, in this case, it only refers to you...

Retirement Planning: Learn From Other People's Mistakes

Posted by Frank Gasper on 18 February 2020
avatar
Retirement Planning: Learn From Other People's Mistakes
Retirement Planning: Learn From Other People's Mistakes I get asked a lot of questions about money; from clients, friends, family, neighbours and strangers and I can honestly say, I have never come across any personal finance situation that was the same for any one person. My answers for them are always different because every single person has a twist to their financial story. But I have noticed some very common mistakes people make when it comes to planning for their retirement. I...
< Previous | 1 | 2 | Next >

Sign up to learn more
about finances

For easy to understand education and tips on managing your finances, sign up here.

More than smart investing and honest advice,
we're with you every step of the way.

Contact Frank

Call today for a Consultation

905-792-8112

Bookmark SiteTell a FriendPrint