We are committed to providing clients with timely information on investments, wealth planning and our community.
Jul 23, 2018
On February 27, 2018, the federal government tabled its much-anticipated 2018 budget. The budget put to rest much of the uncertainty regarding proposed changes to the taxation of private corporations, initially released for consultation on July 18, 2017.
Jul 3, 2018
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
Jun 28, 2018
Life is full of surprises that can put your financial goals at risk. Here are some examples and key takeaways for all investors.
Jun 25, 2018
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
Jun 4, 2018
If you and your spouse are thinking of retiring at the same time, there are pros and cons to consider, especially if one spouse makes a sacrifice to line up retirement dates. Here’s what you need to know.
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
May 23, 2018
If you own real estate in a country other than Canada, there are a number of things you should consider and explore, in addition to planning your next visit.
Apr 24, 2018
As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.