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

View all posts  →
stack of coins and trend graphics representing AI in finance
Financial Technology

AI Trends in Finance: Towards a Revolutionary Future

Artificial intelligence is transforming our world, and the financial sector is no exception. Imagine a future where your finances are managed with mathematical precision, predicting market trends becomes a breeze, and the security of your investments is foolproof. Discover how these revolutionary innovations are redefining today’s finance and transforming your opportunities for tomorrow.

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.

A smiling small business owner doing accounting at his desk, calculating things on a piece of paper and a calculator. A laptop computer and cashflow analysis is also on the desk.
Small Business

The Crucial Role of Accounting when Managing a Business

Did you know that the secret to a successful business often lies in the mastery of accounting? It's not just about numbers, but about having a real strategy to navigate successfully through the tumultuous waters of the business world.

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

View all posts  →
William Beaudette
Financial security advisor

Conduisez avec confiance

Les Bienfaits de l'Assurance AutomobileL’assurance automobile joue un rôle crucial dans la protection des conducteurs en offrant plusieurs avantages importants. Non seulement elle est légale...

Nathaniel Dubeau
Financial security advisor

The Strategic Path to Generational Wealth: Participating Life Insurance for Grandchildren

Generational wealth involves not just the passing on of assets but instilling a legacy of financial wisdom and stability that can last for generations. Grandparents today are increasingly looking for

Kristopher Lepage
Financial Planner, Financial Security Advisor

Pourquoi épargner et investir ?

La plupart des gens ont besoin d’une raison spécifique pour épargner. Par exemple, ça pourrait être d’acheter une maison, d’épargner pour les études des enfants…

Isabelle Bérard, MBA, Pl. Fin.
Financial Planner

Comment épargner sans payer d'impôt ?

Malgré le fait que le CELI existe déjà depuis 2009, plusieurs ne se rendent pas compte de son grand potentiel. Voici six avantages que vous devriez connaître.

Financial Lexicon

View all posts  →
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.