Jacqueline Soong, CFP
400-3410 Sheppard Ave E M1T 3K4 Toronto, ON, Canada

Did you know there are 3 types of RESPs? Individual, Family and Group. Individual and Family plans allow parents more choice and flexibility when choosing the investments and amount they want to contribute.

Did someone say AI capability expansion? Growing companies will continue to grow and innovate. Don't let short sighted thinking get in the way of the long-term goal.

5 things to do with your tax refund: 1. Invest it in your TFSA 2. Reinvest in your RRSP 3. Pay down debt... 4. Save it in your emergency fund 5. Invest in an RESP or life insurance See more

Wishing everyone a safe & happy Easter.

Happy Chanukah everyone!!

Whether you earn salary or commission income from employment, or both, you must meet the following additional criteria before home office expenses related to the employment can be claimed: Your employer must require you to maintain a home office as part of your contract of employment; Your employer must not reimburse you for those expenses; and... You must fill out and have your employer sign, Form T2200, Declaration of Conditions of Employment.

As your assets increase, so does the complexity of your financial reality. That is why it becomes important to protect your wealth. These decisions can’t be wei...ghed in isolation: they need to happen within the framework of an integrated plan. This video explains the planning process. #FLM2020 #FinancialLiteracyMonth See more

There’s a Canadian company that already delivers medications right to your door, PocketPills

When buying a house it’s important to consider the upfront cost, but what about property taxes? Check out the areas with the best value for property tax! https://www.zoocasa.com//greater-toronto-property-tax-rate