The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


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April

2017

The ABC’s of Cash Flow Planning- B is for Behaviour

April 27th, 2017 | The Money Finder

Originally published on Advisor.ca  by Stephanie Holmes-Winton B IS FOR BEHAVIOUR Cash flow planning involves math. But when it comes to helping clients get the life they want from the money they ...

April

2017

ABC’s of Cash Flow- A is for AUTHENTICITY

April 26th, 2017 | The Money Finder

Originally published on Advisor.ca  by Stephanie Holmes-Winton People often say managing spending is as simple as spending less than you make. But if it were really that simple, then a grade six e ...

April

2017

Cash Flow Crunch Looming for Some Professional Clients

April 11th, 2017 | The Money Finder

Proposed changes  to the 2017 CRA budget significantly affect how a large portion of the professional community in Canada pays tax. Particularly clients in the accounting and legal community may ex ...

April

2017

Retirement Math: Growing Canadian Debt UnBalancing the Equation

April 6th, 2017 | The Money Finder

Helping clients create a vision for life in retirement can be tough when 59% of Canadians are retiring in debt. The math just doesn't add up! The issue with debt in retirement isn’t just dealing ...

March

2017

Scarcity Math, or Abundance Math?

March 30th, 2017 | The Money Finder

I wanted to dedicate a blog post to the topic of investing in you. I find the way you do the math when it comes to investing in training, in particular, determines your success. I’ve used a random b ...

March

2017

Stephanie Holmes-Winton Guest Judge for Junior Achievement of Nova Scotia

March 24th, 2017 | The Money Finder

Stephanie Holmes-Winton to judge Junior Achievement awards Nova Scotia- Each year Junior Achievement of Nova Scotia recognizes the top students in the Company Program by offering a series of Awards an ...

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