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Wealth Planning

Vacation property with pool
Vacation property with pool
Apr 12, 2021
A dip in the lake, laughs on the deck, a campfire with the family. Having your own vacation property may be your dream, but understand the commitments that come with ownership.
Home office
Home office
Apr 5, 2021
Did you work from home instead of at your office during the pandemic? Find out about claiming home office expenses on your 2020 tax return.
Pink Piggy Bank surrounded by masks
Pink Piggy Bank surrounded by masks
Mar 22, 2021
When it comes to savings, COVID-19 has created two different groups of Canadians. Which group are you in?
Elderly couple walking
Elderly couple walking
Mar 15, 2021
When saving for the future, a Tax-Free Savings Account (TFSA) can help fund education, a vacation, your nest egg, anything. Did you also know a TFSA is equally versatile in retirement?
family at the beach
family at the beach
Dec 30, 2020
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
man and woman snow sledding
man and woman snow sledding
Dec 21, 2020
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
young man looking at papers
young man looking at papers
Dec 15, 2020
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.
Canadian maple leaf
Canadian maple leaf
Dec 7, 2020
On November 30, 2020, Canadian Deputy Prime Minister and Finance Minister, Chrystia Freeland, delivered the government’s Fall Economic Statement titled, Supporting Canadians and Fighting COVID-19. Here's what you need to know.
Les taxes imposes par les Etats-unis
Les taxes imposes par les Etats-unis
Oct 29, 2020
The U.S. elections are scheduled for November 3, 2020, with all 435 seats in the House of Representatives, 35 out of 100 seats in the Senate, and the office of president to be contested. 
economic response plan
economic response plan
Oct 27, 2020
The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.