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Divergent Financial Planning
Canada
เข้าร่วมเมื่อ 14 ก.พ. 2024
Financial Advice & Planning As Diverse as You! We're an independent advice-only financial planning firm dedicated to empowering Canadians' financial futures. As an advice-only firm, we do not sell any financial products such as investments, insurance, or deposits.
Divergent Financial Planning is owned by, and is the trade name of, Drew Adamick, CFP®
All content and topics presented here are meant for general advice and information only, and does not constitute investment, legal, or tax advice, nor does it imply the establishment of a planner-client relationship with Drew Adamick/Divergent Financial Planning. Before implementing any of the strategies discussed, specific advice for your circumstances should be sought from applicable professionals such as lawyers, accountants, or licensed/accredited advisers.
Divergent Financial Planning works on the traditional territories of the Blackfoot Confederacy, part of Treaty No. 7, also home of the Métis Nation of Alberta Region 3.
Divergent Financial Planning is owned by, and is the trade name of, Drew Adamick, CFP®
All content and topics presented here are meant for general advice and information only, and does not constitute investment, legal, or tax advice, nor does it imply the establishment of a planner-client relationship with Drew Adamick/Divergent Financial Planning. Before implementing any of the strategies discussed, specific advice for your circumstances should be sought from applicable professionals such as lawyers, accountants, or licensed/accredited advisers.
Divergent Financial Planning works on the traditional territories of the Blackfoot Confederacy, part of Treaty No. 7, also home of the Métis Nation of Alberta Region 3.
WEBINAR - Year End Financial Planning Tips - December 13, 2024
Divergent Financial Planning is owned by, and is the trade name of, Drew Adamick, CFP®
All content and topics presented here are meant for general advice and information only, and does not constitute investment, legal, or tax advice, nor does it imply the establishment of a planner-client relationship with Drew Adamick/Divergent Financial Planning. Before implementing any of the strategies discussed, specific advice for your circumstances should be sought from applicable professionals such as lawyers, accountants, or licensed/accredited advisers.
Want to buy me a coffee: ko-fi.com/divergentfp
Divergent Financial Planning works on the traditional territories of the Blackfoot Confederacy, part of Treaty No. 7, also home of the Métis Nation of Alberta Region 3.
All content and topics presented here are meant for general advice and information only, and does not constitute investment, legal, or tax advice, nor does it imply the establishment of a planner-client relationship with Drew Adamick/Divergent Financial Planning. Before implementing any of the strategies discussed, specific advice for your circumstances should be sought from applicable professionals such as lawyers, accountants, or licensed/accredited advisers.
Want to buy me a coffee: ko-fi.com/divergentfp
Divergent Financial Planning works on the traditional territories of the Blackfoot Confederacy, part of Treaty No. 7, also home of the Métis Nation of Alberta Region 3.
มุมมอง: 8
วีดีโอ
Queer Financial Questions About Moving to Canada - Webinar Recording -Dec 09 2024
มุมมอง 614 วันที่ผ่านมา
This is a recording of a live webinar presented by Drew Adamick and Divergent Financial Planning on December 9, 2024 on the topic about Queer Financial Questions About Moving to Canada. I apologize for the watermarked timestamp - I was unable to remove it from my .mp4 file. Please leave a comment below if you have any questions or feedback you would like to see for future presentations. Diverge...
Divergent Finances Episode 6 - RSP Home Buyers' Plan "Loophole"? (Only if You Have a Disability)
มุมมอง 89 หลายเดือนก่อน
Episode 6 of Divergent Finances - let's talk about the provision in the RSP Home Buyers' Plan program that allows eligible folks to use the program possibly without the requirement of being a First Time Home Buyer. Check out this link on the CRA website for more information on the Home Buyer's Plan: www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/what-home-bu...
Divergent Finances Episode 5 - GICs: Not as "Guaranteed" as You Think
มุมมอง 79 หลายเดือนก่อน
In this episode of Divergent Finances, I cover a topic I've been wanting to say for a long time: why Guaranteed Investment Certificates are not as guaranteed as you think. And why it is important to know the details before going considering one as a part of your portfolio. TL;DR - The "guarantees" of GICs are only nominal, and do not factor in inflation and taxes. Divergent Financial Planning i...
Divergent Finances Episode 4 - Pre-Authorized Contributions (PACs)
มุมมอง 59 หลายเดือนก่อน
Apologies for the lack of new episodes; I was battling a cold last week and just recovered. Here is the first of 3 episodes dropping today. This episode of Divergent Finances will be taking about Pre-Authorized Contributions - or PACs - one of the easiest ways to help save for your future. Divergent Financial Planning is owned by, and is the trade name of, Drew Adamick, CFP® All content and top...
Divergent Finances - Episode 3 - RRSP 101
มุมมอง 59 หลายเดือนก่อน
Feb 29, 2029 is the contribution deadline for RRSPs for the 2023 tax year. In this episode of Divergent Finances, Drew talks about the basics of RRSPs, just in time for the deadline. Alberta Residents: Please check out the Alberta Securities Commission's CheckFirst program for valuable information on investor education: checkfirst.ca/ List of websites to check registration of investment profess...
Divergent Finances - Episode 2 - What is a Financial Plan?
มุมมอง 1410 หลายเดือนก่อน
Episode 2 of Divergent Finances talks about what is a Financial Plan, and about the 6 key elements of a comprehensive, holistic financial plan. Divergent Financial Planning is owned by, and is the trade name of, Drew Adamick, CFP® All content and topics presented here are meant for general advice and information only, and does not constitute investment, legal, or tax advice, nor does it imply t...
Divergent Finances - Episode 1 - Introduction
มุมมอง 4410 หลายเดือนก่อน
The first episode of Divergent Finances - the podcast of Drew Adamick and Divergent Financial Planning. We take a quick introduction to introduce Divergent Financial Planning. DISCLAIMER: This podcast provides general information on financial planning topics only along with the host's personal commentary and opinions. We do not provide legal, tax, investment, or insurance advice. Listening to t...