Financial Planning

I'm flattered to be featured in the Wealth Professional Canada magazine, thank you Noella for such a wonderful article!

Why this award-winning advisor is helping Sunday's World Partnership Walk 'More than 10,000 Canadians participate in this walk to help fight global poverty'

Here is a good summary of the 2023 Federal Budget from CRA:

An Affordable Place to Call Home - Canada.ca To ensure every Canadian has a safe and affordable place to call home, Budget 2022 and the 2022 Fall Economic Statement announced significant investments to make housing more affordable from coast to coast to coast. Budget 2023 proposes new measures to build on this important progress.

Here's a short video about our company Transform Financial:

Transform Financial Video