Jun 22, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/06/22/financial-advisor-onboarding-canada
You've said yes to working with a financial planner in Canada and now you're sitting in your first onboarding meeting with a stack of forms in front of you. One of them is the KYC (the Know Your...
Jun 1, 2026
Get the Canadian Retirement Course here: https://astrauniversity.ca/heart-of-your-retirement/
Most Canadians spend their entire working life contributing to their RSP without knowing what happens to it at retirement. This video breaks down the RRIF minimum withdrawal rules in plain English so you can plan ahead and...
May 4, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/05/04/how-the-oas-clawback-works-in-canada
Most Canadians don't see the OAS clawback coming because no single income source looks like the problem on its own. In this episode, Zena Amundsen CFP breaks down exactly how the OAS...
Apr 13, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/04/13/canadian-retirement-tax-questions/
A tax expert answers the most Googled retirement tax questions Canadians are asking right now. In this episode of Heart of Your Money, Zena Amundsen CFP and Nicole Putz CFP sit down with tax...
Mar 16, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/03/16/financial-advice-on-social-media/
Your social media feed is full of financial "experts" telling you to take CPP at 60, refinance your real estate for free money and get out of your RSPs. And it's getting into people's heads.
In...