Workplace benefits are changing – make sure your clients aren’t missing out
The shift in workplace benefits toward flexibility, mental health support, virtual care, and personalized plans....
27
May
21
May
Money Thoughts – Q2 2025
Q2 2025 Money Thoughts includes: The Prime Minister’s Economic To-Do List, DLD’s new YouTube channel and media highlights, and the 5th Annual Private Wealth Canada...
08
May
Volunteering in times of financial hardship can seem impossible. Here’s how to balance giving back with your own finances
Amid a global trade war and rising living costs, volunteers make tough choices....
01
May
Your tax refund is a great opportunity to improve your financial situation
Kelly advises Canadians to use their tax refunds to strengthen their finances and build emergency savings....
23
Apr
How to Get Your Savings on Track at Any Age
According to the 2025 Financial Stress Index, many Canadians regret not saving more - but it’s never too late to start. ...
21
Apr
What the Bank of Canada interest rate decision today could mean for a housing market hit by Trump tariff uncertainty
Kelly explains how tariffs prompted a rate hold and cooled the housing market....
14
Apr
The week from heck: Advisors stepped up to calm clients’ jangled nerves
Advisor.ca spoke with Kelly on how advisors can calm clients and build trust during market turmoil....
02
Apr
With new rules for gig workers, here’s how freelancers can stay above board this tax season
Kelly Ho provides tax planning strategies for freelancers in Canada’s gig economy....
24
Mar
How advisers can better support women
Globe and Mail spoke with Kelly Ho on how financial advisers can better support women....
10
Mar
How cash-flow planning in retirement offers control – and makes life more fun
Kelly Ho emphasizes that retirement is a lifelong journey, where the key focus is ensuring you never run out of money....