by Nancy Grouni | Oct 29, 2021 | Canadian Family Offices, Nancy Grouni, News
The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by GETTY IMAGES. It keeps track of the cash your corporation can pay out as a tax-free...
by Nancy Grouni | Nov 1, 2016 | Nancy Grouni, News
Life is full of uncertainty. Unfortunately, this can be especially true as we age. Declining health and death of a spouse are two life events common to seniors that will change their world – and sometimes overnight. A comprehensive financial and investment plan will...
by Nancy Grouni | Sep 29, 2016 | Nancy Grouni, News
Here are 4 points to help you identify what to look for in a Financial Planner: What to look for in a Financial Planner 1. Look for a Certified Financial Planner (CFP®). CFP®’s are governed by the FPSC, (the governing body for Financial Planners in...
by Nancy Grouni | May 10, 2016 | Nancy Grouni, News, Video
The article “Who Should Bother with an RRSP? Part 2” was originally published on Financial Pipeline by Malcolm Morrison. Registered Retirement Savings Plans are the best tax break available for the average Canadian for one simple reason – they give the...
by Nancy Grouni | May 9, 2016 | Nancy Grouni, News, Video
The article “Who Should Bother With An RRSP?” was originally published on Financial Pipeline by Malcolm Morrison. Registered Retirement Savings Plans are the best tax break available for the average Canadian for one simple reason – they give the saver the...
