For many cottage owners this May long weekend signifies the start of the Summer season! Once the cabin is open, it would be a good time to review your insurance policy to make sure your summer home is properly protected.…

Well, with April 30th in the rear-view mirror, it’s time to turn our attention from receipts and filing compliance to what to do with our refunds. Understanding the urge to spend it on travel, shopping or dining, here are a…

Here are some key takeaways from the recent federal economic update and what it could mean for your financial plan and investments. Overall, the update reflects a continued focus on economic stability, moderating inflation, and targeted support for growth sectors.…

Filing you taxes on time is always a good idea even if you expect to receive a refund. But if you are scrambling this weekend to get them done, here are a few tips: 1. Tax deadline is Thursday April…

When you are ready to start withdrawing money from your non-registered account to supplement your income; you will need to consider the tax implications of the deposits you receive. By combining corporate class investment funds with tax-smart withdrawals you can…

Many Canadians living with disabilities are not taking advantage of the benefits available to them by having a Registered Disability Savings Plan (RDSP). In fact, only 35% of those who qualify for a RDSP have opened an account since the…

Recently, I sent out a notice regarding the Canadian Investment Regulatory Organization (CIRO) breach of information at our regulatory body. Notices are currently being sent out by both regular mail and email to those that were affected. If you receive…

If you are one of the lucky ones who are escaping the cold and traveling to a sunny, warm destination, remember to include travel medical insurance in your planning process. Our provincial medical plans only cover a fraction of the…

Every March Canadians focus their attention on gathering their various T-Slips in preparation for filing their income tax returns. These little slips cause a lot of confusion for investors; here is a quick overview of the most common T-slips investors…

Recent military escalations in the Middle East — involving U.S. and Israeli airstrikes and Iran’s retaliatory attacks — have understandably drawn global attention. Events like these often spark short-term market volatility, particularly in oil and other commodities, but history shows…