2020 RRIF Reduction Measure: FAQs

Are you anxious about your RRIF assets in light of the current market volatility sparked by COVID-19? Here's what to know in order to take advantage of the federal government's 25% RRIF minimum reduction for 2020:...

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Donor Advised Funds

Think of a Donor Advised Fund as a foundation minus the complexity and set up cost. This could be significantly convenient for charitably inclined individuals. Find out why....

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Track Your Expenses

Here are a couple of ways that tracking your expenses can help you close loopholes and keep more of your money....

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Increased Interest Rates Means It’s Time To Revisit Your Cash Management

In the present world of higher rates, there are several ways you can optimize your cash. Here we'll show you three of them....

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Lessons from March’s Bank Run

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

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Guided Planning Solutions - Spring 2023

In this edition of Guided Planning Solutions, we delve into the First Home Savings Account, the 2023 Federal budget, and of course, the financial markets' "March Madness". Sit back, grab a cup of tea, and enjoy reading......

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Before Exercising Your Options, Read This!

There are several rules to be aware of before exercising your stock. Here we show you what the tax implications could be......

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Fixed Income Commentary

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

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Help your child purchase a home with an FHSA

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Investing during a market recovery

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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