Grant Matossian, CPA, CFP
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
Stock market language refers to two predominant patterns: “bulls” and “bears.” These terms describe the prevailing market trend and can sometimes cause concern, but understanding their meaning is key to maintaining a long-term perspective. My goal is to help you …
Read moreTax Planning is Legal: Canadians can legally arrange finances to minimize income tax. Tax Issues to consider: RRIF Withdrawals: Increases your tax burden and may result in an Old Age Security (OAS) clawback. Provincial Tax Rate: Living in a high-tax-rate …
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Generative AI has fundamentally changed cybercrime. It is no longer just about technical exploits but has shifted to hyper-personalized, scalable, and psychologically manipulative fraud. The scale of financial losses is unprecedented. The 2024 Internet Crime Report from the FBI documented …
Read moreWhen establishing a financial plan involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on.
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