Personal Finance

Ready to take charge of your financial future? We break down the basics through easy explanations, clear concepts and definitions. 

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  • What is a tax return?

    But seriously, what is the purpose of taxes? Why do I need to file?

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  • How do I file my taxes?

    Is it really as scary as I think it is? (It’s not, we promise.)

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  • What are the basics of investing?

    Let’s break down the basics, including those terms and phrases, you’ve heard but maybe don’t really get. What’s a stock? Anyone?

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  • How do I start investing?

    We’ve got you covered with the four simple rules you need to know before you start investing.

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  • What is a money mindset?

    What’s your relationship with money? Do your beliefs about money limit your ability to achieve your financial goals? Time to explore your money mindset.

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  • What is a credit score?

    Credit scores. You’ve heard that term and you know that ideally, like with most things you’re scored on, that you should have a good one but what is it?

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  • How do you budget?

    Maybe you already have a budget, or maybe you know you should but it just seems like a hassle, whatever your relationship with budgeting is, we can help break down how to build one and stick to it!

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  • How do you build or improve your credit score?

    So you know you need to have a credit score, and ideally a pretty good one, to be able to borrow money but what actually impacts your rating?

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  • What are tax advantaged accounts (TFSA, RRSP, RESP, RDSP)?

    Apparently the finance industry LOVES an acronym… But what do they all stand for?

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