by Benjamin Lewandowski, CFP, CIM | May 14, 2024 | Investing
Venturing into the world of real estate investment can be daunting, especially for prospective investors trying to find their footing in the vibrant Canadian market. While getting into real estate can seem simple, you can take many different avenues with your money....
by Benjamin Lewandowski, CFP, CIM | Dec 15, 2023 | Group Benefits
Mental health in the workplace is a crucial topic that deserves our attention and understanding. Some people feel shame and distress when they reach out for help, but this is a stigma we’re working on removing. Offering group benefits that include mental health...
by Benjamin Lewandowski, CFP, CIM | Nov 7, 2023 | Taxes
High-income earners must carefully consider their salary, investment income, and capital gains in a web to reveal how to pay their taxes every year when tax season rolls around. Uncovering tools to reduce taxes is in high-income earners’ best interest. Tax strategies...
by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning
Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
by Benjamin Lewandowski, CFP, CIM | Aug 15, 2023 | Financial Planning
Saving for retirement can be an important part of a person’s life, and group savings plans are often great for both individual financial planning and businesses because they can provide benefits for employees and their employers. The advantages of group savings plans...
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