Posts by Thuy Lam
2024 Federal Budget Amendments that Impact CPP Benefits
The 2024 federal budget has introduced several changes to the Canada Pension Plan (CPP) benefits that affects the Death Benefit, Disabled Contributor’s Child Benefit, and Survivor’s Pension. These amendments increase support to families and individuals impacted by the death or disability of a CPP contributor. It’s worth noting that these changes are not expected to…
Read More6 Steps to Financial Decluttering
Overwhelmed by the number of bills and credit card statements piling up on your desk? Not finding the time to review the performance of your investments? Missed a bill payment, got charged NSF, or misplaced your financial documents? You are not alone. Nearly one in four people have either lost or forgotten about a vital…
Read MoreWhat is the difference between a Financial Planner and a Financial Coach?
What is the difference between a Financial Planner and a Financial Coach? When it comes to managing your finances, individuals often seek guidance from financial professionals. Identifying the right professional can be difficult when the industry itself uses multiple titles interchangeably and there is little regulation of titles. Financial coaches might refer to themselves as…
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