RESP - My Own Advisor

Top Year End Financial Planning and Tax Tips

Posted on December 11, 2023 by Mark | 45 Comments

Top Year End Financial Planning and Tax Tips The decorations are up. The holiday marketing campaigns are in full swing. People are becoming more edgy by the day… via GIPHY Ha. Yup, the holidays are coming – so why not…

Weekend Reading – Important numbers for 2023 edition

Posted on December 30, 2022 by Mark | 21 Comments

Weekend Reading – Important numbers for 2023 edition Well hello! I hope you are having a happy and enjoyable holiday season… Welcome to my final Weekend Reading edition for 2022 – a look ahead at your important numbers for 2023…

Registered investment accounts to build wealth: What every Canadian should know

Posted on February 3, 2020 by Mark | 25 Comments

Registered investment accounts to build wealth: What every Canadian should know The following is a sponsored post with Sun Life Financial, all thoughts and opinions are my own. Investors today are surrounded by choice. It’s sometimes hard to figure out…

Name Changes Needed to Canadian Financial Accounts

Posted on November 3, 2013 by Mark | 31 Comments

Name Changes Needed to Canadian Financial Accounts As part of financial literacy month I thought I’d propose a few changes I feel are necessary to some Canadian financial accounts. Let me know what you think about my proposals in a…