Tags » Financial Planning

Resources for Peel Region

** Note: While most are specific to Peel region, others are province-wide  and Canada-wide **


1) Covered by OHIP (Referral needed by a medical professional) 572 more words


How To Succeed Financially During And After A Divorce

While no one wants to plan for a divorce, sound financial planning can help ease or protect against the financial effects of a divorce, should one come to pass. 25 more words


Case Study: The Looming Retirement of Mr. & Mrs. C

We recently were consulted by folks who are just a few years from retirement. Mr. and Mrs. C had a chance to make a major purchase that they had long considered and would really enjoy. 308 more words

Mark Leibman

Do You Offer What Retirees and Pre-Retirees Are Looking for?

Mark and Wanda Taylor, a couple on the verge of retirement, have decided to fire their financial advisor. “We are not really sure about how to plan for retirement,” Wanda told us at a recent workshop. 784 more words

Financial Planning

Tax Tips From The IRS: Do You Need To File A 2016 Tax Return?

BOSTON (CBS) – Not everyone is required to file a tax return. Most people file a tax return because they have to. Even if a taxpayer doesn’t have to file, there are times they should. 550 more words

Watch + Listen


May mga hadlang ba sa plano mong makapagsimula? Sa pag-save, pag-invest o sa pagbayad ng lahat ng pinagkakautangan? Watch this week’s episode of #moneyguro to get over those roadblocks.

Financial Planning

Establishing Preferences in QuickBooks

Before you start entering data, make sure QuickBooks is set up appropriately for your company.

QuickBooks was designed to serve the needs of millions of small businesses. 709 more words

Financial Planning