Andrea Thompson

Mississauga, ON

Andrea Thompson

Financial Planning

Comprehensive vs. targeted financial plans - advisors weigh in

May 7, 2024 1 min read

Tax

Understanding How Social Security Integrates with your Canada Pension Plan

Apr 16, 2024 1 min read

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Practice Management

EP 16 Dunbar Ain't Nothing But a Number

Nov 3, 2025 1 min read

Charitable Giving

Charitable Giving in 2025: Why Donating Securities May Be Smarter Than Donating Cash

Oct 31, 2025 4 min read

Behavioural Finance

Augmented Humanity

Oct 30, 2025 1 min read

Rational Reminder: John Y. Campbell: Fixing Personal Finance

Oct 29, 2025 1 min read

Tax

Podcast: Freedom from Tax Freedom Day

Oct 28, 2025 1 min read

Financial Planning

Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards

Oct 27, 2025 1 min read

Financial Planning

Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan

Oct 22, 2025 1 min read

Podcast: OAS Ragebaiting

Oct 21, 2025 1 min read

Smart RRSP Timing in Your Final Year of Work: A Retirement Strategy That Saves Thousands

Oct 21, 2025 4 min read

Was I Wrong About Covered Calls?

Oct 20, 2025 1 min read

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