Resources & Articles

Financial Planning & Wealth Management


The Tax Free Savings AccountFebruary 20th, 2024

In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to save for their financial goals.  The TFSA...
Read More >

Inflation, Interest Rates Will Have a Surprising Effect on Your Taxes Next YearNovember 3rd, 2023

The Bank of Canada’s decision this week to hold its benchmark interest rate steady at 5% as it attempts to battle inflation was welcome news...
Read More >

WITHDRAWING FROM FAMILY RESPs: Flexible Planning PossibilitiesSeptember 27th, 2023

A July 21, 2021, Money Sense article (My three kids chose different educational paths. How do I withdraw RESP funds in a way that’s fair...
Read More >

CPP ENHANCEMENTS: Higher Contributions and Higher BenefitsSeptember 20th, 2023

In 2019, the government commenced a two-part enhancement to the Canada Pension Plan (CPP), with full implementation to be completed in 2025. Phase 1 occurred...
Read More >

FIRST HOME SAVINGS ACCOUNT (FHSA): A New Investment ToolSeptember 12th, 2023

The tax-free FHSA was introduced in 2023 to help first-time home buyers save up to $40,000 for a home purchase. Individuals eligible to open an...
Read More >

Prioritizing The Security And Protection Of Our Client’s AssetsJuly 31st, 2023

Fraudulent activities and scams continue to pose a risk to individuals and organizations alike. As part of our commitment to your financial well-being, we want...
Read More >

Charitable Gifting of SecuritiesJuly 12th, 2023

According to Statistics Canada, Canadians donate $10.6 billion annually to charitable and non-profit organizations for altruistic reasons.  While most of this is in the form...
Read More >

Psychology of Selling Your BusinessJune 7th, 2023

Whether you’re an established business proprietor, a generational business owner, or an entrepreneur, you’ve put your heart and soul into building your company. Still, there...
Read More >

Staying Calm When Markets are VolatileMay 18th, 2023

Why Avoiding Short-Term Performance Figures Can be a Sound Strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read...
Read More >

First-time Home Buyer’s Plan – A New Registered Plan is AvailableApril 3rd, 2023

Today’s real estate market is at an all-time high; so as a first-time home buyer – it is not only an intimidating but also an...
Read More >