Financial Wellness Bureau

08/17/2022

Teach your kids the time value of money now so that they don’t pay the high cost of waiting.

05/26/2022

Are you invested in your potential but don’t know where to start? Stop sitting on the sidelines thinking only about the short term and convincing yourself that it is not easy. You don’t have to do it alone.

We’re here to help 😊 @ www.financialwellnesbureau.com

04/11/2022

Pearl Briones-Doonan

04/09/2022

02/27/2022

A registered disability savings plan (RDSP) is intended to help parents and others save for long-term financial security of a child or an adult who is eligible for the disability tax credit (DTC).

02/26/2022

We may all know our SIN number (Social Insurance Number), but most of us do not know our FIN number (Financial Independence Number). Some people do not even know what it is. Do you want to know your FIN #?

02/20/2022

The biggest threat in financial security is DEBT. 95% of population are in the debt cycle. Their finances control them, outspending their income, borrowing to maintain a lifestyle, and paying of on debt accruing another. Only 5% of population are in the cash cycle whom are in control of their finances.

02/20/2022

Are you one of those people who are just one to two paycheques away from getting broke? If you get into a car accident or someone in your family gets sick, do you have enough emergency savings to use so that you don’t end up borrowing money from others or borrowing money from your retirement savings? Do you even have savings for retirement?

02/14/2022

5 TIPS for RRSP Season:

1. Contribute - Don't delay just because it seems too technical or complicated. If you start contributing each month, at the end of the year, it isn't so overwhelming.

2. Automate - Automating your contributions will ease the stress of the RRSP deadline on March 1, 2022.

3. Consider a loan - If you haven't been putting anything aside and don't have any savings to throw at your plan, an RRSP loan can be a good route to go.

4. Use your refund wisely - The adult inside us knows that the right thing to do is to save our tax refund rather than spend it on
'stuff'' or a vacation.

5. Take advantage of other savings plans