Covid-19 Market Update

We are watching indicators very closely and constantly looking at all aspects of our clients’ investments. Here we answer some of the many questions we are being asked by our clients during these troubling times....

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Gifting Money to Adult Children: Three Things to Consider

Do kids today really have it harder?...

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10 Reasons to Stop Putting off Your Estate Planning

Estate planning can not only ensure that your assets are distributed in accordance with your wishes, but it will also ensure that such distributions are done in a tax effective manner, and that your beneficiaries are protected....

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Questions to ask when choosing an Investment Advisor

Choosing the right Investment Advisor is a big decision that can significantly impact your financial future. To help you with this decision, here's a list of questions to consider...

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TFSA vs. RRSP

Both the RRSP and TFSA can be excellent savings tools. Ideally, it is beneficial to maximize contributions to both....

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Invest in Your TFSA

One of the most compelling reasons for investing in a TFSA is the opportunity for tax-free growth....

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Make 2020 Less Taxing

Minimizing the impact of taxation can play a significant role in building wealth. Even small reductions in taxes over time can make a large impact to your overall returns....

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Don't Leave Tax Planning Too Late

Here are some actions that should be considered before December 31st....

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Charitable Impact - Donor Advised Fund

There are many choices when it comes to making a charitable donation - learn more about establishing a meaningful, strategic and tax-effective charitable giving strategy....

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Business Succession Planning - are you prepared?

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business....

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