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Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
P: 519-569-PLAN(7526)
E: [email protected]
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Change the way you relate to your money

 

 

 

 

Step 1

 

Book a Meeting

 

 

 

 

Step 2

 

Start Planning

 

 

 

 

Step 3

 

Get Solutions

 

 

 

 

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I'm trying something new!  

 

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 make decisions about large amounts of cash in your bank account
2023.12.06 - by: Sara McCullough
It might not seem like a large bank account balance would be a problem, but it often is.  Many clients hire me specifically to plan to deal with this issue.   Whether it's your job that gives regular bonuses, your spending is far below your income or you received a large one-time amount, cash in a bank account casuses pressue to make a decsision.  The right decision.   Some general considerations if you are in this situation:
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 >>

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