Misconceptions About Financial Planning
If you’ve never engaged in comprehensive financial planning with a qualified planner such as a CFP® professional, you might wonder about the process and whether it’s right for you. There …
An overview of the modified tax changes affecting private corporations
By: Vanito Pobran, CPA, CA, CFP, Wealth Planning Group On February 27, 2018, the federal government tabled its much-anticipated 2018 budget. The budget put to rest much of the uncertainty …
Adjusting to Retirement
Preparing for your retirement takes years of planning and wise investing. It seems as if retirement has been the resounding theme of your financial planning life and when the time …