Susan Lepp, Edward Jones Financial Advisor

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Most mortgages have a term of five years and are amortized over 25 years. This means you will likely have to renew your ...
05/17/2024

Most mortgages have a term of five years and are amortized over 25 years. This means you will likely have to renew your mortgage at least four times. With the right advice, you could shave years off your mortgage and save thousands of dollars. Learn more here.

You asked – we answered! Here are the top 10 questions about mortgage renewal.

Many Canadians max out or even exceed their RRSP limit every year. Contributing beyond the limit results in a 1% tax pen...
05/10/2024

Many Canadians max out or even exceed their RRSP limit every year. Contributing beyond the limit results in a 1% tax penalty on overcontributions above $2,000. If you want to save more, you’ll need to explore additional options. These include TFSAs and non-registered accounts.

Sounds like you? Contact me and let’s review your options.

While RRSPs remain an excellent way to save for retirement, in some situations, other types of accounts can possibly be more effective.

Your mortgage payment primarily comprises the amount you owe, your interest rate, payment frequency and amortization. Th...
05/03/2024

Your mortgage payment primarily comprises the amount you owe, your interest rate, payment frequency and amortization. The more you borrow the higher your payment. A higher rate also means more interest. Paying your mortgage more frequently reduces the balance quicker. Extending your amortization can result in lower payments but increases the amount of interest. Learn more about mortgage payments here.

You asked – we answered! Here are the top 10 questions about mortgage renewal.

There are many factors to consider when deciding when to start receiving your Canada Pension Plan (CPP) retirement benef...
04/19/2024

There are many factors to consider when deciding when to start receiving your Canada Pension Plan (CPP) retirement benefits. These include your tax rate, income needs, health, lifestyle, and whether you’re single or have a family. I can help you determine the optimal date for you.

Is it time to review your financial strategy and savings goals? Let's connect!

You asked – we answered! Here are the top 10 questions about Canada Pension Plan (CPP).

Tax season is looming. For most individuals, the deadline for filing your 2023 taxes is Tuesday, April 30. If you’re sel...
04/15/2024

Tax season is looming. For most individuals, the deadline for filing your 2023 taxes is Tuesday, April 30. If you’re self-employed, the deadline is June 17, but any balance owing must still be paid by April 30.

If you’d like to discuss more, please speak with a qualified tax professional. Contact me if you need assistance getting this conversation started.

Here are the key dates and the most common tax deductions and tax credits for the 2024 tax filing year.

If your mortgage renewal is looming, you might be worried you’ll end up with higher payments that could impact your budg...
03/15/2024

If your mortgage renewal is looming, you might be worried you’ll end up with higher payments that could impact your budget and goals. Before you renew, let’s review your options together. I can help you make the best choice for your personal needs. Contact me.

Here are 5 things you can do.

Currently, a trust only files a T3 return if it has taxes to pay, disposes of a capital property or makes a distribution...
03/08/2024

Currently, a trust only files a T3 return if it has taxes to pay, disposes of a capital property or makes a distribution to any beneficiaries. Under new reporting rules, affected trusts will be required to complete an annual T3 return for tax years ending after December 30, 2023.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning lawyer or qualified tax advisor regarding your situation.

The federal government introduced new trust reporting rules to come in effect after December 30, 2023.

If you’ve recently retired or have elderly retired parents, there are some federal tax credits that may be available. Le...
03/01/2024

If you’ve recently retired or have elderly retired parents, there are some federal tax credits that may be available. Learn more.

Let’s take a look at some tax basics, and some of the most common deductions and credits available to help you manage your taxes.

If you’ve been asked to be an estate executor, or if you’re considering who you want to be the executor for your estate,...
02/23/2024

If you’ve been asked to be an estate executor, or if you’re considering who you want to be the executor for your estate, give me a call. I can share an executor checklist as well as discuss compensation options and liability insurance with you.

Here are considerations if you’ve been asked to be an executor, or if you’re considering who would be the best executor for your estate.

According to the Canadian Mortgage and Housing Corporation (CMHC), more Canadians are choosing shorter-term fixed-rate m...
02/19/2024

According to the Canadian Mortgage and Housing Corporation (CMHC), more Canadians are choosing shorter-term fixed-rate mortgages. These typically come with higher rates, but the hope of many homeowners is the Bank of Canada will start lowering rates again before their next renewal. Contact me before renewing so I can help you understand how your mortgage fits into your overall financial strategy.

Here are 5 things you can do.

A new year also means another RRSP (Registered Retirement Savings Plan) season is upon us. Why not start the year off on...
02/11/2024

A new year also means another RRSP (Registered Retirement Savings Plan) season is upon us. Why not start the year off on a positive note by making an RRSP contribution if you still have the room? The deadline for 2023 contributions is February 29, 2024. I can help you maximize your retirement savings and keep your financial strategy on track. Let’s talk!

Start the year off by making sure your financial strategy is on track and that you maximize your retirement savings.

The 2023 RRSP (Registered Retirement Savings Plan) deadline is February 29th, 2024. Making contributions now can help ma...
02/10/2024

The 2023 RRSP (Registered Retirement Savings Plan) deadline is February 29th, 2024. Making contributions now can help maximize your retirement savings. I can talk to you more about the benefits and considerations of investing in an RRSP. Give me a call or send me an email to learn more.

Learn when the last day to contribute to an RRSP is.

Address

901 Harwood Avenue N Unit 204
Ajax, ON
L1Z0T4

Opening Hours

Monday 8:30am - 7pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 7pm
Friday 8:30am - 5pm

Telephone

+19058314611

Website

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