Category

General Information

Locality: Toronto, Ontario

Phone: +1 647-297-2376



Address: 5160 Yonge Street, Suite 1860 M2N 6L9 Toronto, ON, Canada

Website: www.upotential.com

Likes: 184

Reviews

Add review



Facebook Blog

UPotential 30.01.2021

The Canadian Revenue Agency has answered our prayers by providing a default deduction of $2 per day (up to a maximum of $400) that requires no back-up documentation. Learn how you might be eligible for the new tax break expanded to most Canadians working at home. https://upotential.com/new-tax-break-expanded-for-most-can/

UPotential 25.01.2021

Over the last 9 months, Canadians have become world-leaders in saving. This is a nice contrast to the record high household debt-to-earnings ratios we have seen in the past. This article gives a terrific outline of how to use this unusual (and hopefully never to be repeated) period to reset your personal financial situation and set yourself up for success. https://upotential.com/ten-money-insights-distilled-over-2/

UPotential 12.01.2021

With many students still choosing to opt for on-campus housing even though semesters are entirely online, this year's education will focus a lot more on basic living and budget skills rather than coursework itself. The new Ad campaign by The Real Canadian Superstore "Shop Like A Mother" appeals to both the parents and their young adults as they navigate their way through living on their own during a pandemic. https://upotential.com/no-frills-comic-character-universe/

UPotential 01.01.2021

You may not immediately think of a financial planner (a.k.a. financial divorce specialist) when you separate or divorce, but the prospect of creating two financially independent households is daunting to all but the wealthiest of Canadians. Separating and divorcing is primarily a legal process and the costs of that process can easily get out of control. Check out today’s blog post and register for a very special webinar on December 1st, where Monique Madan, a financial divorce specialist, will be speaking about the key steps you can take to manage these costs - from using your lawyer's time wisely, to tax and cash flow strategies to help make spousal payments more tolerable. https://lnkd.in/eF6FfQ8

UPotential 12.12.2020

The COVID-19 pandemic has been difficult on everyone; but most especially on couples and families. Those couples whose relationship had a pre-existing condition may be questioning whether the relationship will survive today’s pressures and may be rethinking some of their life’s choices. Please join me in my seminar discussing the financial issues to consider whether you are thinking of separating, already in the process, or recently separated/divorced. I will be touching on the myths about separation and divorce, financial preparations for the first lawyer meeting, tips to help save money through the process, and how to re-establish your financial situation afterward. Sign up here: https://bit.ly/35CgMOP

UPotential 22.10.2020

Completely psyched to share our new podcast with you! Give us a listen!http://www.goldengirlfinance.com/podcasts/

UPotential 07.10.2020

Attention Ottawa! I’ll be joining the amazing @LarryBerman in his Fall #investorsguidetothriving roadshow and we’re coming to you on October 26th! For tickets visit http://investorsguidetothriving.com/ottawa-on/

UPotential 18.09.2020

For those of you who missed my presentation at this year's #InvestorsGuideToThriving, here is a recorded version. http://upotential.com/die-rich-live-richly/

UPotential 01.09.2020

My newest contribution to Golden Girl Finance.

UPotential 25.08.2020

https://www.linkedin.com//urn:li:activity:6513845392956813

UPotential 17.08.2020

Saturday's #InvestorsGuideToThriving event in Toronto was terrific! In case you missed my talk entitled, "Would You Rather Die Rich or Live Richly?" then register for the Markham show on Sunday, March 31st by visiting http://investorsguidetothriving.com/markham-on/.

UPotential 08.08.2020

https://twitter.com/MonMad/status/1104039106072342529

UPotential 29.07.2020

My recent article clarifying industry jargon

UPotential 25.07.2020

Read about how to set and automate good savings strategies for 2019 https://twitter.com/goldengirlf/status/1083425200107077632

UPotential 20.07.2020

Proud to write about my first love: charitable giving. What did you do to celebrate Giving Tuesday? http://www.goldengirlfinance.com//a-primer-on-giving-tues/