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RRSP 101: What is an RRSP?
January 21, 2024
The RRSP is a registered savings plan designed to assist you in saving for retirement by deferring taxes. Investing in RRSP is particularly beneficial when the marginal tax rate is significantly higher during the contribution year compared to the withdrawal year.
How to Avoid Falling into the Superficial Loss Trap?
November 6, 2023
Key Points: The purpose of the superficial loss rules is to prevent taxpayers from immediately repurchasing the same…
RRSP 303: First-Time Homebuyer’s Toolbox: RRSP Home Buyers’ Plan (HBP)
October 24, 2023
The RRSP Home Buyers' Plan (HBP) allows first-time homebuyers to withdraw up to $35,000 from their RRSP for the purpose of buying a home.
What is the First Home Savings Account (FHSA)?
October 16, 2023
The First Home Savings Account (FHSA) is a tax-advantaged account introduced by the Canadian government to provide tax incentives for first-time homebuyers, combining the advantages of RRSP and TFSA to offer tax savings for homeownership.
Thank God, It’s Over!
January 1, 2021
If I had to use one word to describe 2020, it would be @#$@！But the good news is, "Thank God It's Over!" In 2020, I deeply felt the importance of health. Having good financial health is not enough to live your life to the fullest. Mental health and physical health are way more important than the financial health.
Introduction to Project Management Webinar
February 18, 2020
Effective project management can set your business up for success so that you can achieve your business goals faster. I can’t wait to share my project management tips and tricks next Thursday, Feb 27, 2020. See you there! Website: http://beta.dotslive.com/
Small Loans Big Ideas
September 23, 2019
I feel honoured and privileged to be featured in the ACCESS Community Capital Fund annual report. Being a small business owner is anything but easy. Long hours, low earnings and unstable incomes, you name it. But none of them regretted their decisions. In the end, you will only regret the things you don’t do and never regret the things you have done. So be brave! We’ve got you back.
I encourage you to check out its annual report. You will find many inspirational stories there.
Investment Strategy for Small Business Owners Seminar
September 16, 2019
As a small business owner, running your business is both challenging and risky. However, a coin has two sides. Challenges are often accompanied by opportunities. By owning a corporation, you also acquire a new financial tool that can significantly help you achieve your goals much faster. If you want to learn more about investment strategies for small businesses, please check out my upcoming workshop at Staples Spotlight.
Immediate Financing Arrangements (IFA) Strategy Case Study
September 9, 2019
You, as a successful business owner, expect a great deal from your financial advisors. You expect them to have excellent knowledge to support you every step of the way. Today, I want to introduce an advanced financial planning strategy - Immediate Finance Arrangements (IFA) to you. If used properly, it can help many business owners achieve their dreams much faster.