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Latest News
’Tis the season for tax-loss selling in Canada + MORE Dec 8th
With 2023’s year-end fast approaching, late December is a critical period for Canadian investors and their money managers. Now that we’re in the fourth quarter, this is the time to take inventory of your investments—and specifically taxable non-registered investment accounts—with an eye to m.... More »
All TTC subway riders getting cellphone service starting Oct. 3, federal minister says - CBC.ca + MORE Sep 11th
All TTC subway riders getting cellphone service starting Oct. 3, federal minister says CBC.caToronto's Financial Workers Will Finally Be Able to Work on the Subway Financial PostRogers must give BCE, Telus access to wireless network on Toronto's subway system by Oct. 3, ministe.... More »
How important are wills and estate planning for Canadians? Jun 20th
In Canada, estate planning is often seen as a formal and complex task reserved for the wealthy. However, it is not like a scene right out of the Knives Out movie franchise, and of course your family doesn’t want any of the drama. That is why estate planning is crucial for Canadians of all ages, ba.... More »
Married with money: How to combine finances with your partner + MORE Dec 21st
If you’re in a relationship, the topic of money will eventually come up. Since the pandemic started, couples have spent more time talking about money, according to a 2021 RBC poll. Almost half—47%—identified finances as one of the biggest stressors in their relationship. One U.S. study found t.... More »
Proposed Brampton Real Estate Board Integration with Toronto Regional Real Estate Board - Toronto Real Estate Board + MORE Apr 13th
Proposed Brampton Real Estate Board Integration with Toronto Regional Real Estate Board Toronto Real Estate Board.... More »
The smart way to pay for “experiences” and other money tips
– moneysense.ca
Who is Doretta Thompson? She is a chartered professional accountant (CPA) and the director of corporate citizenship at CPA Canada, where she leads its impressive and award-winning financial literacy initiatives. She also sits on the board of AFOA Canada (formerly the Aboriginal Finance Officers Association of Canada) and on the advisory committee of Excellence Canada’s financial literacy standards. In fact, she was awarded the Queen Elizabeth II Diamond Jubilee Medal. She actually has a list of accomplishments that is too long to list here, so you’ll have to trust us when we say she’s a force for financial literacy in Canada. Let’s get into her “My MoneySense” answers:
Who are your finance heroes?
I don’t really have any, but if I were to think about someone whose approach resonates, it’s the straightforward, common-sense approach of Dave Chilton [author of The Wealthy Barber]. And I learned a lot about how not to approach my money decisions from my mother.
How do you like to spend your free time?
With my family, especially my three grandchildren…