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      • Estate Planning
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The Globe and Mail

27 May Workplace benefits are changing – make sure your clients aren’t missing out

Posted at 10:07h in Media

The shift in workplace benefits toward flexibility, mental health support, virtual care, and personalized plans....

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The Globe and Mail

02 Apr With new rules for gig workers, here’s how freelancers can stay above board this tax season

Posted at 10:19h in Media

Kelly Ho provides tax planning strategies for freelancers in Canada’s gig economy....

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The Globe and Mail

24 Mar How advisers can better support women

Posted at 10:16h in Media

Globe and Mail spoke with Kelly Ho on how financial advisers can better support women....

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The Globe and Mail

10 Mar How cash-flow planning in retirement offers control – and makes life more fun

Posted at 15:23h in Media

Kelly Ho emphasizes that retirement is a lifelong journey, where the key focus is ensuring you never run out of money....

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The Globe and Mail

28 Oct The importance of setting money aside

Posted at 12:59h in Media

Some don’t think about estate planning until they are in their 50s or 60s – when permanent insurance to fund the estate becomes too costly....

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The Globe and Mail

09 Oct How to have the right kind of money conversation on Thanksgiving weekend

Posted at 15:29h in Media

Thanksgiving can be an opportunity to discuss financial matters with family, but it’s important to find the right entry point....

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The Globe and Mail

22 Jan Proven strategies for how to manage year-end bonuses

Posted at 12:09h in Media

Some Canadians may pay off debt, set up an emergency fund or contribute to their TFSA or RRSP with their year-end bonuses....

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The Globe and Mail

15 Sep How ethnic advisors are supporting their diverse mix of clients

Posted at 13:07h in Media

Second-generation Canadians, who embrace both cultures and want their financial plans to reflect this....

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The Globe and Mail

27 Aug Six things students should know about using financial aid to pay for school

Posted at 10:23h in Media

Tips for acing your applications to student loans/grants, and using financial aid to pay for school....

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The Globe and Mail

11 May As camp costs rise, here’s how to survive summer break on a budget

Posted at 11:16h in Media

Summer is quickly approaching, an eight-week stretch that often creates stress for working parents in search of quality, affordable camps and activities....

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VANCOUVER OFFICE

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Vancouver, BC V6C 1S9

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Money Thoughts
  • Columnists from CBC Radio
    Are streaming companies not reading the room?
    05 June, 2025
  • CTVNews.ca
    Why summers are not built for working parents
    31 May, 2025
  • The Globe and Mail
    Workplace benefits are changing – make sure your clients aren’t missing out
    27 May, 2025
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SINCE 1999

 Quadrus Investment Services Ltd.Insurance products, including segregated fund policies, are offered through DLD Financial Group Ltd., and Investment Representatives David Drummond and Kelly Ho offer mutual funds and compensated referrals through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.


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