Karen Okimi, CFP, CLU
Armourwealth - 50 Coreslab Drive L9H 0B2 Hamilton, ON, Canada

Canadian mortgage stress test starting June 1, 2021 https://www.moneysense.ca//what-home-buyers-should-know-/

Passive income for business owners...what to do??

Five ways the federal budget could affect your taxes

Own a rental property? Good read on claiming expenses...

Happy International Women’s Day!

How age impacts how much you pay for Life Insurance (and other factors too. http://ow.ly/ciu150E2j4t

Happy International Women’s Day!

Hot Topics #8 was a hit! Here's a quick recap: Make a plan and share it with someone you respect, update it, enjoy it (Gianni says 'the happier you are, the more money you'll make'). Follow-up items: 1. Rose Archer of Worldsource Securities has lots of experience with business planning for financial advisors, she offers this service. Please fee free to contact her at: [email protected]... 2. There was a request for planning templates; I don't have any but a quick Google search led me to a few, although none are sourced through Advocis or any other orgs that I recognized. 3. Help with professional designations was requested and Dev Persaud was mentioned; here is a link to an Advocis list of sessions which includes one led by Dev: https://myadvocis.ca/instructor-led-programs/ 4. Congrats to Frances Young and Rose Archer for winning our door prizes. 5. Sign up for our Regional Passport here: https://www.advocis.ca/chapters/ChapterEventDetail.aspx, it's a great deal on some great speakers and timely information. 6. Please join us for more Hot Topics and other GHAM events. FYI - our next Hot Topics is next Tuesday Jan 26 @ 11a with Tyler Chapman from Canada Life Wealth. Register here: https://www.eventbrite.ca/e/advocis-hamilton-hot-topic-9-wi See more