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Home
About
About
Our Team
Community Involvement
Our Clients
Your Financial Needs
Sign Up for Newsletter!
Education Centre
Blog
Financial Resources
Videos
May 1, 2024
2024 federal budget
The 2024 federal budget tabled by Finance Minister Chrystia Freeland on April 16 contained several proposals […]
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February 27, 2024
RRSP tax deductions: Using your RRSP as a tax-planning tool
It’s more than just a retirement savings account. Many people consider the Registered Retirement Savings Plan […]
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July 27, 2023
Tax benefits of incorporating your small business
On average, over 90,000 new businesses are created every year in Canada. Many of those are […]
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May 3, 2023
2023 First Quarter Market Review
The year began with some positives for equities and interest rates, in spite of volatility midway […]
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April 27, 2023
What is a LIRA?
Do you have a LIRA? You might and not know it. Most of us are familiar […]
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March 1, 2023
How to help your portfolio stay ahead of inflation
Many retirees wonder if they’re going to be OK in retirement; will they have enough to spend and will their savings last? Inflation can certainly make your investments less valuable unless your retirement income is able to keep up with it.
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February 24, 2023
Tax checklist for Canadian tax returns
This tax checklist can help you maximize your tax refund, and covers personal/business expenses, investments and […]
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January 17, 2023
RRSP Dos and Don’ts
RRSP investing may seem easy, but there’s more to it than you think. As the March […]
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December 13, 2022
What should I be focused on for year-end tax planning?
With the end of the year fast approaching, Canadian taxpayers will want to consider all the […]
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September 7, 2022
Leave your children the vacation property, not a tax bill
Do your children want the property? The first thing to consider is whether your children or […]
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