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Well needless to say, it has been an ugly start to the year. Thursday May 5th was the 54th worst day in the U.S. stock market since 1995. There have been other ugly days, Sept. 17, 2001, the day the…
The CRA reported that more than 362,000 Canadians under the age of 49 who qualify for the Disability Tax Credit have not opened and taken advantage of a Registered Disability Savings Plan (RDSP); this has left billions of dollars in…
It’s hard to believe my mom has been residing in an Assisted Living Retirement Community for almost three years. She loves it, her days include socializing, exercise, and various group activities. As a planner, I have always known the importance…
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. This year the tax deadline…
Earlier this month the federal government tabled its 2022 Budget. After massive spending on combating Covid-19 and its economic fall out, this year’s budget focuses on increased spending on healthcare, national defence, climate measures and housing. Notably, there were no…
A lot of people are curious about bitcoin, and since I am not an expert on the topic, I have copied this article from Fidelity.ca. I hope you find it as interesting and educational as I did. What is…
U.S., Canadian and global equities ended Q1 positively, posting gains in March, but for the overall quarter, markets were mixed. Geopolitical tensions, rising oil prices, high inflation, supply chain disruptions and central bank policy weighed on the S&P 500 Index,…
The Deadline The normal tax-filing deadline for Canadians is April 30th, but this year April 30th falls on a Saturday, therefore you have until May 2nd to file your tax return. If you or your spouse/partner had self-employment income in 2021,…
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…
Global markets have been volatile so far this year, increasing last week following Russia’s invasion of Ukraine, initially selling off deeply, only to rebound by the end of the day. While most people’s concern lies with the human toll in…