Dana Ostapowich

Dana Ostapowich For clear advice & planning, its important to review your entire financial picture. I'm here to help. Dana Ostapowich, CFP®, PFP®, RIS®, B.Comm.

A CREDIT UNION COMPANY
Personal Financial Planning Designation PFP®, B.Comm., RIS®

Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how ...
05/13/2026

Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how to balance these to retire comfortably.

We’re proud to donate $100,000 to the Co-operative Development Foundation of Canada (CDF Canada) to support women leader...
04/10/2026

We’re proud to donate $100,000 to the Co-operative Development Foundation of Canada (CDF Canada) to support women leaders and strengthen co‑operatives across the world.

CDF Canada is a national non‑profit that advances sustainable, inclusive economies by helping co‑operatives and credit unions build leadership capacity and design community‑led solutions. This support will help grow their Women’s Mentorship Program, empowering women with the skills and confidence to lead meaningful change in their communities. 🌍💚

Learn more about their work at cdfcanada.coop.

Thrive Wealth Management is Conexus Credit Union's trusted wealth management company. Thank you for giving back to our local communities!

CDF Canada is pleased to share a meaningful commitment from Conexus Credit Union, who have announced a $100,000 donation to support our work in advancing co-operative development and leadership globally. Of this donation, $50,000 will directly support our Women’s Mentorship Program (WMP), our flag...

Your financial life is shaped as much by your mindset as your math.
04/09/2026

Your financial life is shaped as much by your mindset as your math.

04/03/2026
If you aren’t careful, it’s easy to leave money on the table when filing your taxes.
03/13/2026

If you aren’t careful, it’s easy to leave money on the table when filing your taxes.

Whether through necessity or the love of the job, you might want to keep working past 65. Watch out for these financial ...
03/09/2026

Whether through necessity or the love of the job, you might want to keep working past 65. Watch out for these financial snags.

Frequent question that is asked year to year:  Should I be using a TFSA or an RRSP to save for retirement? The answer is...
12/09/2025

Frequent question that is asked year to year: Should I be using a TFSA or an RRSP to save for retirement? The answer is not completely black and white. Review below:

The first step in determining whether an RRSP or a TFSA is your best savings strategy is to anticipate how your tax bracket will change over time.

Most Canadians can draw a sigh of relief. While the Carney government had warned of cost-cutting and financial sacrifice...
11/07/2025

Most Canadians can draw a sigh of relief. While the Carney government had warned of cost-cutting and financial sacrifice in the lead-up to the federal budget, its first fiscal blueprint contains no major tax increases or benefits cuts.

Here’s how grandparents can give grandkids money they were likely to receive anyway, only sooner and when needed.
10/27/2025

Here’s how grandparents can give grandkids money they were likely to receive anyway, only sooner and when needed.

📈 These three charts may help you understand market   and what you should know as an  :
06/05/2025

📈 These three charts may help you understand market and what you should know as an :

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