Resources & Articles
Financial Planning & Wealth Management
CPP ENHANCEMENTS: Higher Contributions and Higher Benefits
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...
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FIRST HOME SAVINGS ACCOUNT (FHSA): A New Investment Tool
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...
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Prioritizing The Security And Protection Of Our Client’s Assets
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...
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Charitable Gifting of Securities
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...
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Psychology of Selling Your Business
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...
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Staying Calm When Markets are Volatile
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...
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First-time Home Buyer’s Plan – A New Registered Plan is Available
Today’s real estate market at is at an all-time high; so as a first-time home buyer – it is not only an intimidating but also...
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How to Financially Prepare for Divorce
Jane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the...
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12 Tips to a Brighter Future
Create a budget and include lump sum items such as vacation and gifts. Ensure you allocate funds to savings because there is no such thing...
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The Tax Free Savings Account
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...
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