Two kids

Using an RESP to your advantage

Coreen T Sol

September 25, 2020

A Registered Education Savings Plan (RESP) is a tax shelter flexible enough for more than just saving for your children's or grandchildren's post-secondary education. By understanding the functionalit...

Read more Read more about Using an RESP to your advantage

Portfolio Program Rebalancing

Coreen T Sol

June 11, 2020

Heading into the summer, and after a significant stock market rally, we are taking profits and reallocating them to preferred shares and short-term fixed income.

Read more Read more about Portfolio Program Rebalancing

Financial Planning during the Pandemic of 2020

Coreen T Sol

March 30, 2020

Below are some essential resources and financial planning assistance for clients and their families; details on pricing issues during extreme volatility; and an update on Telus shares post-split.

Read more Read more about Financial Planning during the Pandemic of 2020