How to go about securing the best policy for your insurance in Canada.
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TFSA contribution room calculator + MORE Aug 28th
TFSA contribution room calculator
Find out your current tax-free savings account (TFSA) contribution limit by using this calculator. Note that in the second box below, you should not “double count” contributions that you have withdrawn and then legitimately re-contributed in the following.... More »
The state of the Canadian used car market: Trends, insurance, and the true cost of ownership Mar 9th
If you’ve been watching used car prices over the past year, you’re probably wondering if they’ll keep accelerating. Before you make a plan to trade in your vehicle or decide how much of a down payment to make, take a moment to anticipate what’s going on in the used car market this year.
W.... More »
Christie's Insurance Shakedown Jun 28th
The Governor ramps up his cash raid on a state health nonprofit..... More »
Perks with Purpose: Unlocking the Power of Group Benefits Sep 29th
In today’s competitive job market, offering a robust group benefits package isn’t just a perk—it’s a strategic necessity. Whether you’re an HR professional, a small business owner, or an employee trying to decode your coverage, understanding the basics of group benefits is essential.
.... More »
Estate planning considerations for single parents Nov 23rd
If you are a single parent, here are key questions you should consider:
1. Are your estate plan and related documents up to date? The death of a spouse or separation or divorce generally triggers a significant change in intentions on death. If you are widowed or if you no longer want your for.... More »
The value of independent financial advice
– moneysense.ca
Certified financial planner and president of De Thomas Wealth Management Tony DeThomasis explains the difference between a financial planner and a money manager—and why understanding the difference is key to financial health.
Early in April, MoneySense did a Q&A with Tony DeThomasis, president of De Thomas Wealth Management. De Thomasis, the author of Finding a financial advisor that’s right for you believes it’s important for Canadians to have a holistic approach to their finances. Sure, investment returns are important but so are other concerns like estate planning, insurance reviews and understanding your personal tax situation. MoneySense writer Julie Cazzin asked De Thomasis several questions and here’s what he had to say:
MoneySense: What has changed since your start in the financial planning industry 40 years ago?
Right now, being a money manager is very, very competitive. That wasn’t the case 40 years ago. In the 1970s if you wanted to have your money managed you had just two options: hiring a stockbroker, or investing on your own in a handful of mutual funds…
Chris Christie's Insurance Heist
– online.wsj.com
The Governor wants to grab a company’s ‘excess’ profits.
