Financial Insights

with Serafin

Enhance your financial acumen through Serafin's curated blog—a collection of expert-written articles on savings, investments, and financial literacy, meticulously chosen for you!

Latest ArticlesExpert AdviceFinancial Lexicon

Latest Articles

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A mortgage broker working in an office, surrounded by advanced technologies (computer screens, AI applications, etc.), illustrating the integration of AI into the daily life of a professional.
Financial Technology

Power up: growth hack with AI for 2025 mortgages

In 2025, artificial intelligence is the essential tool for mortgage brokers to automate lead generation, enhance client communication, and simplify pre-qualification. Discover how AI can transform your growth.

Young happy couple showing the key to their first house after buying it with the FHSA program
Education

FHSA vs RRSP: Maximize Your Savings for Your First Home

Explore the advantages of the First Home Savings Account (FHSA) versus the Registered Retirement Savings Plan (RRSP) and learn how to optimize your savings strategy for buying your first home.

Lifestyle

Money Habits : 10 Things Rich People Do

From learning the money habits of the world's wealthiest individuals to forming your own, this article will help you understand what it takes to become financially successful.

Person walking on the beach holding a lifebuoy, symbolizing emergency savings as a financial safety net.
Personal Finance

Top Mistakes to Avoid When Building Your Emergency Fund

Are you prepared for unexpected financial challenges? Do you know the common mistakes to avoid when building an emergency fund? Learn how to create a solid financial safety net and protect yourself from life's surprises.

Expert Advice

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Anu Swaminadhan
Financial planner

Women and Wealth

For 2024 my goal is to help more women build and leverage their wealth and create the lives of their dreams! I'll be hosting ambitious women for a luncheon+seminar called Women & Wealth and I'd ...

Dan Boyko
Life insurance

RRSP TALK

The Advantages of RRSPs in CanadaRegistered Retirement Savings Plans (RRSPs) are a cornerstone of retirement planning in Canada, offering numerous benefits that make them an attractive optio...

Katia Galette
Financial security advisor

Voici la liste de mes services

n ces temps incertains, la sécurité financière est plus cruciale que jamais. En tant que conseillère en sécurité financière, mon objectif est de vous offrir la tranquillité d'esprit en vous aidant ...

Valérie Bruneau
Professionnel de l'insolvabilité et de la réorganisation

Qu'est-ce que la consolidation de dette ?

Un nombre croissant de personnes se tourne vers Internet à la recherche de solutions à leurs problèmes d'endettement, et l'une des options les plus recherchées est la consolidation de dettes...

Financial Lexicon

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retired couple smiling and having coffee, enjoyeing the fruit of their RRSP savings
Personal Finance

Why do I need an RRSP?

Preparing a serene and comfortable retirement is within everyone's grasp. Thanks to the RRSP, transform today's efforts into tomorrow's peace of mind. Explore with us how to optimize your savings and get the most out of this essential financial tool.

illustration of a piggybank representing a TFSA, the utimate savings tool
Personal Finance

The TFSA: The Ultimate Savings Tool

Curious about how the TFSA can boost your savings? Dive into our detailed guide and master the art of tax-advantaged saving. This article will unveil how to get the most out of your TFSA and lay the groundwork for lasting financial security.

picture of a female financial planner smiling, working on planning documents
Professions

Financial advisor or financial planner: Which one to choose?

Navigating finance can be complex; however, identifying the right professional, whether a financial advisor or a financial planner, can clear your path to wealth

Image of an accounting clerk, an accounting technician and a CPA, offering different services for business and individuals.
Professions

Accounting clerk, accounting technician, or Chartered Professional Accountant (CPA)?

Between enthusiastic clerks, meticulous technicians, and seasoned CPAs, learn which guardian of the numbers will be the cornerstone of your financial success.