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Don’t let your business be scammed
Block these common swindles before they start March is fraud prevention month, and the bad guys have been busy. The Canadian Anti-Fraud Centre reports that in January this year, more than $10 million has been lost to fraud, while scammers racked up theft of over...
Yes, this couple can survive and thrive on one income
Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. Like working parents everywhere with young children and long commutes, Andy and Zoe felt like hamsters on a wheel. They want to get off that treadmill and wonder how they...
How to set up an emergency savings fund
Peace of mind with a financial backstop Unexpected events out of our control, such as job loss or health issues, can lead to serious disturbances in our financial situation. An emergency savings fund can mitigate some of the stress and bridge the financial gap...
Emergency savings for peace of mind
Use these tips on starting an emergency savings for peace of mind for income uncertainty or unforeseen health complications amid the pandemic
Realtors can now set up professional corporations
Tax-deferral, income-splitting among key benefits. For higher-bracket real estate professionals, the personal real estate corporation (PREC) is an idea whose time has come. Here’s why. Doctors, lawyers, dentists, and other regulated professionals have long...
RRSP power
The million-dollar money machine I call the RRSP “a million-dollar money machine” because it’s the most tax-efficient retirement saving vehicle available to Canadians. Here are five key reasons why. 1. You can retire with a million bucks An RRSP is such a...
Focus on taking control of your finances
With Covid-19 lockdowns, financial well-being has been disrupted for many. Government aid will eventually end. Where to from here? Read my advice in a recent interview with CTV’s chief financial commentator Patti...
The three mistakes investors make in volatile times
https://vimeo.com/504926526 We are in a time of volatility. When markers go up and down, investors make three common mistakes. Castlemark Wealth’s Robyn K. Thompson offers tips on three most common investment pitfalls: Watch the video to find out more about: Panic...
New Year, new you
The new year is the natural time to turn over a new leaf with finances. However, best intentions are typically forgotten within a few weeks. Check my latest interview on CHCH TV for some tips on how to get your financial resolutions on track this...
Four point prescription to get your finances back on track
COVID-19 has caused a significant amount of stress for many Canadians, especially as it relates to their finances. Castlemark Wealth's Robyn K. Thompson offers a four-point plan to get your finances back on track.
Remake personal finances in 2021
Tips on money management, investing, taxes The New Year is the natural time to turn a new leaf with finances. However, best intentions are typically forgotten within a few weeks. A better idea is to take stock of your entire financial situation, review what’s...
Globe Advisors Best of 2020: When a team member leaves
Financial advisors: What happens when a valued member of your team leaves? Check out my Globe and Mail article on this often-overlooked aspect of practice management. Chosen as one of Globe Advisor’s Best of 2020: Top 10 practice management...