New year, new limits, new goals: What 2026 means for your financial plan
As we welcome a new year, it’s the perfect time to revisit your financial goals, take advantage of updated contribution limits, and ensure your lo…
Your Year-End Financial Checklist: Maximize Credits, Deductions, and Benefits
As the year draws to a close, it’s the perfect time to review your finances and ensure you’re taking advantage of every opportunity to save. A yea…
Investment income compared: dividends, interest and capital gains
When building a portfolio that generates income, Canadian investors often weigh the benefits of dividend-paying investments, interest-bearing asse…
Potentially lower your taxes with tax-loss harvesting
Tax-loss harvesting, also known as tax-loss selling, is a powerful strategy that can enhance the tax efficiency of your investment gains. This str…
RESP Strategies
As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). Fi…
Flow-Through Shares: A strategic tax-efficient investment for Canadian investors
Within the Canadian wealth management industry, flow-through shares (FTS) stand out as a powerful tool for high-net-worth individuals seeking both …
Should I contribute to my RRSP or pay down my mortgage?
In this article, we share some considerations regarding this common dilemma to help you decide which option is better for you: investing for retire…
Spring Cleaning Your Finances
With flowers blooming and sunlight lasting longer, spring is the perfect time to refresh not just your home, but also your finances. Just like your…
Reducing Energy Consumption Can Help Save the Planet… While Saving You Money Too
Earth Day is a time to reflect on our planet’s health and the actions we can take to protect it. The 2025 Earth Day theme is “Our Power, Our Planet…
