How is my Financial Health, Doc?

Deep Dive into Tax Free Savings Account (TFSA) - Part I

TFSA is one of the best gift the federal government has given to the Canadian population. However, many of us do not understand it and thus do not take advantage of one of the best tax-efficient accounts. If you are thinking of planning for your financial future, you MUST understand TFSA!

What is a good location for my allocation?

Ideal financial planning and investment will require us to fully understand asset allocation and location, both of which will impact our tax burden and our future returns

What Opportunity did I forgo?

We have finite resources and assets. When we make financial decisions with these resources, are we thinking clearly about them? Did we account for effect(s) of the choices we did not take?

Common Financial Mistakes Made by Healthcare Professionals

Your future self will thank you now. You don't know what you don't know. Ignorance is not bliss. Mistakes made now have tremendous future detrimental effect(s) on your financial security and well-being. Correct them now. Do not wait!

Emergency Fund is a must!

“You future self will thank you now”. Life will throw us curve balls. it is not a question “if”, but “when”. Are you prepared? Should you be? Let COVID-19 Pandemic teach us why we should.

Financial questions amidst COVID-19

COVID-19 pandemic is creating havoc in almost all sectors of our lives, not just in health. The markets have been majorly impacted by it. People have many questions about their savings and investments. Here we try to answer some of these questions and maybe lighten some anxiety.

Financial Foundation - Order of Operations

Start with a basic understanding of structured financial foundation building.