inclusive financial planning

Money-Saving Hacks Every Woman Should Know

Rachel Birse

Oct 178 min read

Money-Saving Hacks Every Woman Should Know

Today I’m sharing some essential money-saving hacks I think every woman should know.

Empowering Women: A Financial Journey to Independence

Rachel Birse

Oct 104 min read

Empowering Women: A Financial Journey to Independence

In this blog post, we'll explore the importance of personal finance and financial planning for women.

Jacqueline Ozdemir, MBA, CFA

Oct 39 min read

Untangling Employer Benefits

In this article, I break down some of the most common employer benefit savings programs that go beyond just your salary.

What are Financial Professionals teaching their kids about money?

Tara Tennant

Sep 268 min read

What are Financial Professionals teaching their kids about money?

I thought it might be helpful to share some important money lessons that I’ve learned and that I’m teaching my kids.

10 Financial Lessons We Can Learn from Famous TV Show Characters

Rachel Birse

Jul 113 min read

10 Financial Lessons We Can Learn from Famous TV Show Characters

This week on the blog we’re going to take a fun twist and see what we can learn about finances from our favourite TV show characters.

"I Do" Without Debt: Savvy Tips for a Fabulous, Budget Friendly Wedding

Rachel Birse

Jun 275 min read

"I Do" Without Debt: Savvy Tips for a Fabulous, Budget Friendly Wedding

I’m here to share what I’ve learned about the relationship between money and wedding planning while I’m in the midst of planning my own.

Untangling Investment Accounts: How Much Do You Contribute?

Jacqueline Ozdemir

May 306 min read

Untangling Investment Accounts: How Much Do You Contribute?

With so many different types of investment accounts available, it's hard to know which one to contribute to, how much to contribute, etc.

Gillian Stovel Rivers

May 234 min read

Manage debt like a pro

Managing debt can be overwhelming especially when the sources of debt are many. Lets figure out how to manage it like a pro!

How to diversify your portfolio for an unstable economy

Jacqueline Ozdemir

May 165 min read

How to diversify your portfolio for an unstable economy

Before 2022, one of the most challenging years in the financial markets was the global financial crisis in 2008.

Laura Southall

May 95 min read

RRSP vs TFSA

What is the difference between the RRSP and the TFSA and which should I choose?

Laura Southall

Apr 253 min read

Untangling a Cohabitation Agreement

A cohabitation agreement is a useful way to formalize an agreement between common-law spouses to outline any matters that are not covered...

Laura Southall

Apr 185 min read

Money in your Relationships Untangled

Money, when managed correctly, can make your relationship stronger, but it can also tear your relationship apart.

Rachel Birse

Apr 113 min read

The Gendered Lens of Financial Advice

This blog post explores how money tips differ for men and women.

Carolyn Norris

Apr 43 min read

Making Sense of Canadian Taxes

Let's take a dive into the basics of income tax.

Tara Tennant

Mar 289 min read

Building Financial Resiliency

If there’s one thing I’m intimately familiar with, it’s feeling the regret of a bad financial decision.

Renee Sylvestre-Williams

Mar 196 min read

So you're going to be single soon

This is a newsletter where I go and ask a lawyer some questions that might be of interest to people who are separating from their partners.

Robin Taub

Mar 144 min read

The Wisest Investment

Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life

Kristine Beese

Feb 18, 20218 min read

The Key To TFSAs, And Why You Need One

Here is everything you need to know about TFSAs and how they are a great savings and investment tool for you! 💰

Kristine Beese

Feb 4, 20216 min read

What is an RRSP and Why Do I Need One?

The RRSP deadline is coming up on March 1st, here is everything you need to know!