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!

Financial Health: How to Manage Your Money and Free Up Assets

Finances can be a confusing topic for many. Don't know where to start when it comes to reviewing your financial situation? We've got you covered! Learn more.

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 …