Finstepz

Finstepz Where relationships matter. Forward-thinking financial guidance coupled with a personal touch.

We provide access to premium goal-based portfolio management services matched with concierge service.

Travel expert Rick Steves has great tips for travellers to Europe:"Use your money wisely in Europe. The articles below h...
05/27/2026

Travel expert Rick Steves has great tips for travellers to Europe:
"Use your money wisely in Europe. The articles below have my best advice on the best time to use cash or card — and how to avoid unnecessary fees either way — as well as tipping etiquette, and how shoppers can take advantage of VAT refunds"

Travel Tips: Money Use your money wisely in Europe. The articles below have my best advice on the best time to use cash or card — and how to avoid unnecessary fees either way — as well as tipping etiquette, and how shoppers can take advantage of VAT refunds.

Segregated funds have evolved considerably in recent years. All types of equity, fixed income and balanced mandates that...
05/25/2026

Segregated funds have evolved considerably in recent years. All types of equity, fixed income and balanced mandates that once only existed as a mutual fund, now boast their equivalent within segregated funds.

Discover how segregated funds provide investors with unique guarantees, privacy, and creditor protection – read the full article.

As the warm weather finally arrives, many of us are reaching for the sunscreen before heading outside. It's a habit wort...
05/22/2026

As the warm weather finally arrives, many of us are reaching for the sunscreen before heading outside. It's a habit worth keeping — but here's something the research makes clear: sunscreen alone isn't your strongest protection against skin cancer.

A sun-kissed afternoon outdoors is one of life's pleasures — and you don't have to give it up. You just need the right habits in your corner. Cover up, seek shade, check the UV index, and yes, wear your sunscreen too.

Due to the current political climate, many retirees who have typically spent the colder months in the U.S. are choosing ...
05/20/2026

Due to the current political climate, many retirees who have typically spent the colder months in the U.S. are choosing to go to Europe instead:

Europe remains firmly on Canadian travellers’ radar for 2026, with strong demand driven by perceived stability and evolving travel preferences.

Enjoy this glorious sunny day!
05/18/2026

Enjoy this glorious sunny day!

It looks like we are in for a beautiful weekend. What are your plans?
05/15/2026

It looks like we are in for a beautiful weekend. What are your plans?

A list of 10 things to do in the Kitchener-Waterloo Region including free, fun family & kids’ activities, live music, theatre & performing arts, sports, and exhibitions.

Nature vs nurture- what effects your longevity more? Is it how you live or where?
05/01/2026

Nature vs nurture- what effects your longevity more? Is it how you live or where?

  Health is often assumed to be a personal responsibility. Something that's viewed as an individual journey of maintaining health in the gym,

If you’ve ignored the TFSA up until now, don’t worry - you’re not alone. Many Canadians give it a pass because they thin...
04/29/2026

If you’ve ignored the TFSA up until now, don’t worry - you’re not alone. Many Canadians give it a pass because they think it’s just meant for savings. They also tend to believe that they can’t get a good return with it and that it can only be used for high‑interest savings accounts or GICs.

Are you interested in putting money into your Tax-Free Savings Account (TFSA)? Read this article to learn more.

Have you filed your taxes yet? The April 30th deadline is fast approaching-- so you'd best get busy! Here's what you nee...
04/27/2026

Have you filed your taxes yet? The April 30th deadline is fast approaching-- so you'd best get busy! Here's what you need to know:

The Canada Revenue Agency (CRA) is ready for the 2026 tax season, are you? Our focus is making your tax-filing experience easier, faster, and more straightforward from start to finish.

In spring, heavy snow melt accompanied by increased rainfall create the perfect conditions for flooding. Being prepared ...
04/24/2026

In spring, heavy snow melt accompanied by increased rainfall create the perfect conditions for flooding. Being prepared can help prevent damage:

Did you know that in Canada, the average cost to repair a basement after a flood is $43,000? That’s right, this natural disaster can cause major damage to your home – and your wallet. This is why every Canadian should make sure they’re prepared for a flood, especially if you live in a flood-pr...

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