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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Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

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Meeting multiple goals with a TFSA

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

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Prepare your children for financial responsibility

Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire....

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Do you and your parents have powers of attorney?

It’s a common misconception that if a person loses the ability to manage their finances, their spouse or child can automatically take over. Learn the truth of the matter....

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How to Think About Your Flexible Compensation Options

Shopify is pioneering a new approach to flexible employee compensation, and other companies may soon follow suit. We show you how to make the most of such opportunities to extract optimum benefits....

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Life decisions and the financial factor

Important life decisions can be tough. When they involve a financial factor, as many do, we can help ensure you’ve got the information you need to make the best choices....

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Managing financial life in a second marriage

One in four Canadian couples are in their second or subsequent marriage. See what changes in your financial life the second time around....

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