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Blog

How Do I Know if a Financial Professional is the Right Fit?

John Ponto | Apr 20, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.

The New Normal Retirement

John Ponto | Apr 6, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.

Charitable Giving: Doing Your Due Diligence

John Ponto | Mar 15, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.

Easy Tips to Take Time Off Taxes

John Ponto | Feb 9, 2022
Categories
Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.

Why Financial Professionals Are Still Important

John Ponto | Jan 20, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?

How Habits can Impact Your Finances

John Ponto | Jan 12, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.

Financial Resolutions: 7 Tips to Keep You Accountable

John Ponto | Dec 23, 2021
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.

Why You Need an Investment Philosophy

John Ponto | Dec 15, 2021
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.

The Canada Pension Plan in 2022

John Ponto | Dec 3, 2021
Categories
Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.

Small Business Owner Retirement: Dealing with an Unexpected Exit

John Ponto | Nov 3, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.

Pre-Retirement Preparedness: Planning for Your Career Exit

John Ponto | Aug 26, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.

The Basics of Keeping a Balanced Investment Portfolio

John Ponto | Jul 2, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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