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Withdrawing from an RESP

Withdrawing from an RESP

Minimizing tax and maximizing flexibility when your student heads off to school. By Scott Boassaly, MBA, President and Principal Advisor at Balance Financial   SUMMARY It’s that time of year again when high school graduates are off to post-secondary schools all...
January Financial To-Do List

January Financial To-Do List

7 quick actions you can take this month to improve your financial health in 2021. By Scott Boassaly, MBA, President and Principal Advisor at Balance Financial 2021 will be a year of many challenges. While yesterday’s inauguration of Joe Biden as President of the...