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Grant Matossian, CPA, CFP
Grant Matossian, CPA, CFP
CERTIFIED FINANCIAL PLANNER® Professional

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Personal Wealth and Finance


Investor Insight


RRSP and TFSA REVIEW 2025

What are some differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian taxpayers …

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Financial Viewpoint


The Fundamentals of Financial Independence

Here are some essential strategies that will help you achieve financial independence. It is important to get solid advice to design a plan incorporating planning values such as those noted herein. Separate your savings from your investments. Before investing for …

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Investor Insight


Is your money safe in a mutual fund?

One day your retirement income will flow from the capital you have been saving for years during thirty to forty of your working years.

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Financial Viewpoint


Getting down to the essentials of your financial goals

An advisor will work to help you achieve an investment plan. You must anticipate change and reflect on your specific financial goals and objectives while considering your level of investment risk tolerance. Your plan should be flexible enough to anticipate …

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Investor Insight


Why is portfolio strategy important?

Understanding your risk tolerance: Each of us has a personal level of risk tolerance, which indicates how much risk one is willing to take while investing in markets that always go up and down. Your advisor can help you set …

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