Thierman Financial

05/07/2026

The past 10 years have been in the wealth management channel. That still involves some non-profits but also includes individuals, families, corporate retirement plans and family office clients.

Here are 10 things I’ve learned in my 10 years working in wealth management:

Some things I've learned from my time in wealth management.

04/30/2026

How can we help young kids wrap their minds around saving and delayed gratification? Well, here’s a start.

Learning delayed gratification as an adult can be tough. Teaching it to kids can be downright daunting. But it’s the heart of healthy financial habits – especially saving your money.

How can we help young kids wrap their minds around saving and delayed gratification? Well, here’s a start.

04/23/2026

Most people will get their tax refund within 2 to 8 weeks. There are smart ways to use your tax refund to help improve your financial

Let your money work for you. Use your tax refund to help you reach your financial goals.

04/16/2026

As economic uncertainty continues to weigh on Canadians, a new member survey from Advocis, The Financial Advisors Association of Canada, reveals that many households are feeling heightened financial stress and limited confidence in their ability to weather the storm.

Toronto, ON, October 31, 2024 (GLOBE NEWSWIRE) – In a year marked by financial uncertainty, recent polling by Advocis has revealed that Canadians continue to struggle with emergency fund adequacy and debt management, indicating potential challenges ahead.

04/02/2026

Our office will be closed Friday, April 3rd and Monday, April 6th. Wishing everyone a safe and happy Easter long weekend!

03/26/2026

Everyone should have a proper will, which is a document that expresses your wishes for how your property will be distributed if you die. If you have minor children, a will also names the person or persons who will look after them.

Writing your will can be difficult, but is necessary for everyone. So we have listed some tips that will help you along the way.

03/19/2026

If you’ve ever felt overwhelmed by the alphabet soup of savings accounts—RRSPs, TFSAs, FHSAs and RESPs—you’re not alone. As a financial advisor working with families across generations, I often hear the same question: “Where should I start?”

Alyssa Anderson explains how RRSPs, TFSAs, FHSAs and RESPs work together to support smart, tax-efficient saving. Her article helps Canadians choose the right mix of accounts for their goals and life stage.

03/12/2026

03/05/2026

Most people will get their tax refund within 2 to 8 weeks. There are smart ways to use your tax refund to help improve your financial security.

Let your money work for you. Use your tax refund to help you reach your financial goals.

02/19/2026

Most people will get their tax refund within 2 to 8 weeks.
There are smart ways to use your tax refund to help improve your financial security.

Let your money work for you. Use your tax refund to help you reach your financial goals.