Here to Educate, Elevate & Empower You to Take the Lead with Your Health and Finances. Learn ways to Grow, Protect, Preserve your Money. Have questions?
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08/17/2026
I had a ball hosting the Pickering Chapter GTApreneurs event!
Great food, and company. The speed networking was a hit! Business owners had 3 minutes to talk about their businesses and make a connection.
We had CPA's, Professionals in Mental Health, Media Production, and Travel, the list goes on...
Looking forward to the next one see you in September!
Have you opened a RESP account for your kids future education costs?
Imagine learning you missed out on roughly $9200 of free money available by the government, to help cover the cost of University, College, or Trade Schools.
This is the case for many students, whose parents or grandparents were simply not informed.
Approximately 55% of Canadian parents do not have an RESP account open for their child.
✅Another under utilized program is The Canada Learning Bond (CLB) often referred to as the Canada Education Savings Bond.
The CLB is also a federal grant that deposits up to $2,000 directly into a child's Registered Education Savings Plan (RESP) to help low-income families save for post-secondary education.
💲The most important feature of the CLB is that it requires zero personal financial contributions; the government provides the money simply for opening the account.
Learn more about the RESP in this short video.
Everyone's heard "you can't save your way to wealth."
Many believe it just doesn't apply to them.
They know inflation is quietly shrinking what their money can buy.
They agree but then the money sits in a savings account anyway.
This isn't an information gap.
It's not that they need one more video on compound interest.
It's a mindset issue.
You don't out-argue a mindset.
You don't out-fact it either.
A stronghold isn't broken by better advice.
It's broken by a decision to stop protecting the comfort of staying still.
08/07/2026
Join us for a fun business networking event in Pickering that combines casual seated or standing open networking with exciting 3-minute rounds of SPEED NETWORKING. You don’t want to miss this opportunity to meet potential clients and referral partners and promote your business!
Register Here
https://gtapreneurs.com/business-networking-events-pickering/
08/07/2026
Lets not forget the things that truely matter, in a world competing for our undivided attention every second of the day.
07/27/2026
A few statistics from last weekends event stopped me in my tracks...
💙 It can cost families $30,000–$65,000 per child for private autism therapy.
💙 70,000 children in Ontario are currently waiting for funded autism therapy and support.
I had the privilege of attending A Circuit for Change at the Porsche Experience Centre in support of Embers for Access Foundation.
They're doing incredible work to remove financial barriers and ensure more children with autism have access to the support they deserve.
Sometimes the greatest gift you can give a family is connecting them with the right support. If you know someone navigating an autism diagnosis, consider sharing Embers for Access Foundation with them.
07/22/2026
You are invited to GTApreneurs' August 13 Pickering Business Networking Event! Join me, Tammy Defoe and many other amazing entrepreneurs and small business owners for a fun evening of networking at Pickering Casino Resort where you can connect with potential clients and referral partners. Register at https://gtapreneurs.com/business-networking-events-pickering
We hope to see you there!
07/19/2026
Sunday reflection. 🤍✨️
I read something this week that stuck with me: financial wellness isn't just about the numbers...it's about our relationship with them.
Even when it seems we are "doing everything right" steady income, decent savings, no debt spiral; many of us are still carrying guilt over spending, a quiet anxiety about decisions, or a nagging sense that there are things that aren't quite settled.
That disconnect is the real cost.
Not the missed budget line.
The missing peace. (This part)
No one teaches us that having structure to our finances isn't restriction, It's what creates the calm.
When your cash flow, protection, and long-term plan are actually built, not just managed month to month... the anxiety loses its grip in our lives.
Worth the read: https://www.forbes.com/councils/forbesfinancecouncil/2026/04/09/from-stress-to-peace-of-mind-the-power-of-financial-wellness/
Have you thought about whether you're just managing your money, or at peace with it?
From Stress To Peace Of Mind: The Power Of Financial Wellness Everyone reading this article has at least one thing in common: We all share an emotional connection to money.
07/11/2026
Your auto insurance may cost less; your financial risk may cost more as of July 1st,
https://mmlfinfo-tindf.wordpress.com/2026/07/10/your-auto-insurance-may-cost-less-your-financial-risk-may-cost-more/
Your Auto Insurance May Cost Less. Your Financial Risk May Cost More. Auto Insurance changes in Ontario effective July 1, 2026.
07/10/2026
Did you know?
More than half of Canadians with investments own mutual funds. Yet far fewer have heard of segregated funds even though they can be held inside a TFSA, RRSP, FHSA, RESP, and other registered accounts.
So why don't more people know about them?
Because segregated funds are insurance products, not traditional bank investment products. They are offered through life insurance companies, which means many Canadians are never introduced to them.
Depending on your goals, segregated funds may offer features that traditional mutual funds don't, such as:
✔ Estate planning advantages
✔ Potential creditor protection in certain situations
✔ Maturity and death benefit guarantees
✔ Professional investment management
They aren't the right choice for everyone. The right investment always depends on your goals, timeline, and overall financial strategy.
The question isn't "Which investment is best?"
The better question is:
"Have I been shown all of my options?"
That's where informed financial decisions begin.