I am not an investment adviser. As a tax accountant, I can help with determining how to structure your affairs to minimize taxes. So it makes sense when you are organizing your affairs with an investment counsellor I can add value by being part of your team.
Below are a selection of good articles from The Chartered Professional Accountants of Ontario to consider; hopefully before your affairs come off the rails. “Life is like a box of chocolates… full of surprises!” So the unexpected is sure to happen. Being prepared and how you respond makes a deal of difference.
- Breaking out of the debt trap
- Financial Planning: a GPS for your life
- If you are a victim of identity theft…
- Introduction to investing
- Teaching your kids how to handle money