Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development




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Monthly webinars will cover some of the foundational financial and planning areas, as well as some of the areas that I frequently review with clients.


Webinars will cover general information.  These sessions are intended to either get you started on your own organizing; help you shape your questions for an individual meeting with me or to remind you of concepts that you've met before.


December's conversation- Tax returns
Tuesday Dec 5 7:00pm- 8:00pm EST

webinar fee: $10

Yes, you read that correctly- join us for a festive conversation about tax returns.  A tax return is how you have a conversation with CRA- make sure you understand what you're saying, what you could say and why this tax conversation matters.


Click here to register for Dec 5

Latest Blog Posts

How to protect yourself against financial scams
2023.11.28 - by: Sara McCullough
Financial scams are everywhere- in your emails, your texts, on social media, through phone calls and still arrive in traditional letters in our mailboxes.   It's important to protect your information and access to your finances.   The discussion below, moderated by Steadyhand, focuses on seniors.  Seniors are a large target group of scammers, but we are all vulnerable.  Over the summer, I helped a teenager unravel a bank account hack.  The bank's response was... Read more >>
How to manage a financial emergency
2023.11.13 - by: Sara McCullough
Lots of things have made 2023 feel uncertain, both globally and close to home. War, politics, inflation, divisive conversations and economic shifts are part of our everyday lives.  And they can all affect our day-to-day financial stability.   How to manage a financial emergency   If you are not in the middle of an emergency right now, go back to the previous post and fill in your financial picture.  Clarity and understanding are important foundation pieces to maki... Read more >>