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...
by Nancy Grouni | Mar 10, 2016 | Nancy Grouni, News
The article “Your Guide To Getting Started On Saving, Even If You Have Debt” was originally published on CreditCards.com by Aaron Broverman on March 10, 2016. When it comes to saving money, especially if you carry debt, the available advice can be...
by Nancy Grouni | Mar 7, 2016 | Financial Post, Nancy Grouni, News
The article “Four Ways To Assess Whether An Investment Adviser Is Right For You” was originally published on The Financial Post on March 7, 2016. When you work with an investment adviser, you are making an investment in them. Every day that you continue to...
by Nancy Grouni | Apr 11, 2015 | Nancy Grouni, News
The article “When should savings take priority over debt?” was originally published on CreditCards.ca on August 11th 2015, by Josephine Lim Often, if you have a large amount of high-interest debt, it should take a higher priority over building savings....
by Nancy Grouni | Dec 30, 2013 | Nancy Grouni, News
The article “How to Make Your 2014 Financial Resolutions Stick” was originally published on Yahoo Finance Canada on Dec 30th 2013 by Gail Johnson. After getting into better shape, becoming financially fit is the next top priority among Canadians making New...
by Nancy Grouni | Sep 25, 2013 | Globe and Mail, Nancy Grouni, News
The article “Paul has shed despair – should he now get rid of his adviser?” was originally published on the Globe and Mail on September 25th, 2013 by Gail Johnson. There’s a big difference between depression and the blues. Paul can attest to the toll...
by Nancy Grouni | Jun 28, 2013 | Globe and Mail, Nancy Grouni, News
The article “Debt burden crimps young couple” was originally published on the Globe and Mail on June 28th 2013 by Dianne Maley. Britney and Kevin have a problem that will be familiar to many Canadians – too much debt and not enough income. They are 30 with...
