6-Steps for Setting and Crushing Your Financial Goals

Want to get richer? Then it’s time to write a financial plan and set financial goals! But here’s the thing. Although studies show that people with a written plan are more likely to feel they’re on track with their savings, a lot of us have no clue how to start one. So what’s the secret?

6 Things You Should Know About Tax-Free Savings Accounts

You've read the acronym TFSA, but what does it mean? Continue reading to learn some of the most important facts to know about Tax-Free Savings Accounts!

What’s Your Tax IQ?

Written by Team Optimity (3 min read) When it comes to your income taxes, are you a do-it-yourself tax wiz, or do you prefer to let a professional take care of it all?  Do you know the difference between a T3 and T5? Do you know which expenses related to working from home you can, and …

3 Ways to Avoid Holiday Debt Regret

Written by Yuki Hayashi 3 minute read $583: that’s the average amount Canadians planned to spend on gifts last holiday season. According to results of the CPA Canada Holiday Spending Monitor Update, a national poll conducted by Nielsen for the Chartered Professional Accountants of Canada, a whopping 50% of respondents normally don’t set a budget …

5 Simple Ways to Improve Yourself

Written by Rachel Dong & Barry Choi 3 minute read F. Scott Fitzgerald said it best: “Life starts all over again when it gets crisp in the fall”. Now or anytime is a perfect opportunity to start anew and reach those personal development goals that you’ve been putting off. As the seasons change, take a …