Estate Planning in 2023: Do You Have These Documents Prepared?
Estate planning isn’t a pleasant topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Market volatility, investments and taxes
Why do I have a tax bill for my investment even when the value has dropped?
Making wise investment choices in uncertain times
The first quarter (Q1) of 2023 was a rollercoaster ride for investors. Market volatility unfolded following U.S. and European banking turmoil, and interest rates and inflation climbed—evoking investor fears about financial stability.
2023 Tax return checklist
Do you have what you need to file your personal tax return? Whether you're preparing your tax return yourself or having your accountant or tax specialist do it for you, use this checklist to help make sure that you’re collecting all relevant information.
Finding bright spots in a cloudy investment market - Solutions For Financial Planning*
There is tremendous value in seeking the guidance of a trusted Financial Planner who not only has the experience to navigate the continuous changes within the markets but does so with your best interests at heart.
5 Tax-Saving Tips for Canadians
A sound tax strategy is an important component of your personal financial standings. Follow these five easy tips to reduce your taxable income, avoid penalty fees, and utilize eligible credits.
2023 tax rate card for Canada*
Deductions including RRSP contributions will reduce your taxable income and could put you in a lower tax bracket, reducing the amount of tax you pay. There are many different tax strategies you can implement, depending on your age, income, and personal goals.
How Retirement-Ready Are Canadians?
Retirement is a major milestone. Do you know how "retirement-ready" you are? This blog can help. Check out these major things to consider when evaluating your retirement readiness.
5 Investing Tips We Wish We Could Tell Our Younger Selves
Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.
Stagflation - Solutions For Financial Planning*
Understanding the impact of debt and interest rates on your household budget is more important than ever. Speak to your Financial Planner to learn more about the options that are available to help you withstand a rising interest rate environment.