Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
Dec. 31 is a significant deadline for many tax strategies
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
Carefully examine a book’s attributes and product mix before purchasing