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?

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 … Continue reading What’s Your Tax IQ?

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 … Continue reading 3 Ways to Avoid Holiday Debt Regret

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 … Continue reading 5 Simple Ways to Improve Yourself