Lisa Friel, CFP CLU

04/08/2026

02/14/2024

https://www.theglobeandmail.com/investing/personal-finance/retirement/article-why-men-probably-shouldnt-take-their-cpp-early/

It’s important to determine which age makes you better off financially

08/15/2022

08/09/2022

Ryan Fitzgerald, vice-president for U.S. and international equities at Beutel Goodman Investment Counsel, says valuations are better than have been seen in 15 years

07/15/2022

Taking advantage of registered education savings plan (RESP) government contributions and tax-free savings can help support your kids financially while they're on their way to success. Learn more: http://ow.ly/B8Z150JRsgZ

04/08/2022

I am most excited about the newly proposed Tax-Free First Time Homebuyers Account to be available in 2023.

If you can't read the Financial Post article, link to Jamie's website is in the comments.

This year’s federal budget saw a variety of tax measures affecting individuals, corporations, and charities

06/30/2021

Barb’s mother is living in a house that was owned by her deceased father, and remains in the name of his estate. Should the family work to change title now, or wait to deal with it upon her mom’s passing?

04/14/2021

Head of Sustainable Investing at Mackenzie shares how firm is striving for ESG authenticity with its latest mutual fund offerings

11/23/2020

Just announced: The TFSA contribution limit for 2021 will be $6,000, same as for this year. So if you turned 18 before the year 2009, your maximum lifetime TFSA contribution limit will be $75,500.

Each year, certain personal income tax and benefit amounts are indexed to inflation using the Consumer Price Index data as reported by Statistics Canada.

09/09/2020

Professionally managed, competitive with global opportunities, we’ve developed the Canada Life mutual fund shelf with you and your clients in mind.

07/14/2020

Osprey Link Charity Golf Gala, presented by OneLife Wealth Management is August 19, 2020.

Register your foursome today online, by phone 705.492.8790 or by replying to this email.

Scheduled Tee Times begin at 8:30am. Golfers will be contacted the week before to confirm times as well as arrival and departure protocols.

$1,000 per foursome (includes 4 golfers, carts, meals and cold beverages).

Looking forward to seeing you on the golf course!