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…
Preventing Fraud: How to Stay Vigilant during Tax Season
Every day, Canadians across the country are targeted by scam artists. With tax season in progress, scammers may try contacting you, pretending to b…
RRSP vs. TFSA: Which One Should You Prioritize?
It’s that time of year again, and you might be asking yourself, “Should I contribute to my Registered Retirement Savings Plan (RRSP) or my Tax-Free…
Key themes for 2025
In this article, we share some insights on what to expect in 2025.
Broadening Equity Market Returns
Equity markets delivered strong returns …
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…
