Owen Craig Financial Solutions Inc.
150 St. Paul Street, Suite #203 L9Y 3P2 Collingwood, ON, Canada

Are you trying to keep up with the Joneses? Comparing ourselves to others is a side-effect of social media. It has a great way of making you feel like you’re not living your own best life by comparison. Trying to keep up is due to the fear of missing out, FOMO, and can cause us to wreak havoc on our bank accounts and our mental health. During this time especially we need to make sure we’re not causing ourselves undue harm. Remember, social media is just a presentation, not a snapshot of reality. It's a carefully curated slice of life. Make sure you do regular mental and financial check-ins with yourself. If you need any guidance on your plan, I can help.

Taxes can be complicated. It’s best to speak with a qualified tax professional since the best strategies depend on your personal financial situation. But here are three key dates that most retirement investors should be planning for: TFSA contribution limit extension January 1st RRSP contribution deadline March 1st Income tax deadline April 30th ... Tip: March 1st is coming up fast. Don’t leave your contribution to the last minute. Let’s connect and get an appointment on the calendar or make your contribution via the my Sun Life app.

First time meeting with an advisor? Gather up these documents or note the amounts. This information can help your advisor see the full picture: Employee benefits information ... TFSA or RRSP statements Insurance policies Mortgage payments Information on other financial assets If you’re ready to take that next step, contact me today by completing the Contact form on my website, https://advisor.sunlife.ca/owen.craig #sunlifeadvisor #planning #personalfinance

Be sure to make a contribution before the RRSP deadline on March 1st . It’s easier than you think to get started! Call me. Send me an email and we’ll arrange a meeting. Initiate a contribution on the mobile app.... Talk to me today! #RRSP #RRSPContribution

Lots of changes coming this year, from minimum wage increases, end to fossil fuel financing and soft drink taxes. Check out some of the new rules and regulations coming to your province.

You can never cross the ocean until you have the courage to lose sight of the shore- Christopher Columbus. #motivationmonday #quotes

Be sure to make a contribution before the RRSP deadline on March 1st . It’s easier than you think to get started! Call me. Send me an email and we’ll arrange a meeting. Initiate a contribution on the mobile app.... Talk to me today! #RRSP #RRSPContribution