Financial Planning

05/30/2024

Watch this clip from Citytv about a 10-year old named Izmir who is joining the World Partnership Walk this weekend in Calgary to help fight global poverty:

https://youtu.be/-LDeuwohmsY?si=8tElPWQuIraCIQaQ

With over 700 million people in the world living on less than $2 per day, you can step forward to end Global poverty as well. Click on this link to join the fight:
https://www.worldpartnershipwalk.com

Aga Khan Foundation Canada

An 11-year-old Calgarian has his sights set on bringing awareness to fighting global poverty. Phoenix Phillips reports that his months of training and his s...

12/15/2023

Holidays, Inflation, Interest Rates & Value Investing - https://mailchi.mp/58f799c93193/transformfinancial-5431611

07/07/2023

I'm flattered to be featured in the Wealth Professional Canada magazine, thank you Noella for such a wonderful article!

'More than 10,000 Canadians participate in this walk to help fight global poverty'

06/20/2023

FREE WEBINAR TOMORROW AT 12PM on TAX STRATEGIES FOR RETIREMENT INCOME:

Please join me and Vivek Bansal, CPA, CA, TEP, Director of Tax and Estate Planning at Mackenzie Investments for a FREE lunch and learn webinar on Tax Saving Strategies for Retirement Income:

Date: Wed June 21 from 12pm-1pm
Location: Zoom Meeting
Registration: https://www.eventbrite.ca/e/webinar-tax-strategies-for-retirement-income-with-vivek-bansal-cpa-ca-tickets-660121760957?aff=ebdssbdestsearch

In this FREE webinar you will learn about the five most important tax saving strategies for retirement income:

1) Canada Pension Plan (CPP) or Old Age Security (OAS) decision: When to take it?
2) Income splitting in retirement
3) Converting RRSPs to RRIFs
4) TFSAs for Retirement
5) Order of asset withdrawals

About Our Keynote Speaker: Vivek holds the Chartered Professional Accountant, Chartered Accountant (CPA, CA) and the Trust and Estate Practitioner (TEP) designations. Vivek Bansal joined Mackenzie Investments in October 2019 as Director, Tax and Estate Planning. He brings with him six years’ experience in the areas of personal and corporate tax planning, and knowledge on a broad range of estate planning matters. Prior to joining Mackenzie Investments, Vivek worked for three years with financial advisors at a leading Dealer, in providing tax and estate planning strategies.

Webinar: Tax Saving Strategies for Retirement Income with Vivek Bansal, Director of Tax & Estate Planning at Mackenzie Investments

04/10/2023

This is the BEST talk I have heard in over a decade on How to SPEND by Bestselling Author Ramit Sethi who now has a Neflix show called 'How to Live YOUR rich life.' I HIGHLY recommend you spend an hour watching this, it will change your perspective on what it means to be 'rich':

“Everyone teaches us how to save. Nobody teaches us how to spend!” Personal finance expert Ramit Sethi shares highlights from his New York Times bestselling ...

04/06/2023

I am honoured to be a Finalist for the 2023 Canadian Wealth Professional Awards. Click on the link below for more info:

Excellence Awardees for ninth annual awards showcase announced

03/29/2023

Here is a good summary of the 2023 Federal Budget from CRA:

To ensure every Canadian has a safe and affordable place to call home, Budget 2022 and the 2022 Fall Economic Statement announced significant investments to make housing more affordable from coast to coast to coast. Budget 2023 proposes new measures to build on this important progress.

01/30/2023

Here's a short video about our company Transform Financial:

12/19/2022

Excellent newsletter with a market and economic update from CBC News Peter Armstrong:

That's a wrap

09/13/2022

Here's a great 1-minute video with 5 excellent tips to deal with financial worries that affect your mental health: