Exchange Traded Funds (ETFs) are investment vehicles that combine some of the features of Mutual Funds with some of the features of individual stocks. Although they are structured and regulated like Mutual Funds, they are listed and traded on stock exchanges…
2024 Market Review
Happy New Year! 2024 was a year of geopolitical instability, and 2025 has already started off with a bang as Justin Trudeau announced his resignation earlier this week. 2024 proved to be an exceptional year for the stock market, with…
Happy Holidays!
Sending you, our amazing friends and clients, gratitude, and heartfelt thanks this Holiday Season for your continued support throughout the year. Warmest wishes to you and yours for a healthy and safe holiday season. Please note that all offices will be closed…
Financial Tips for Santa
Santa’s on a tight schedule, he only has a few days left to make sure all the presents are wrapped, packed and his reindeer are ready to fly. The end of the year is also a crucial time for last…
Last Step for CPP Expansion Plan
In 2019, the federal government began an expansion plan designed to increase the retirement benefits Canadians would receive from the Canada Pension Plan (CPP). The goal was to raise the benefit to 33% of the average Canadian’s earnings, up from…
Avoid Debt this Holiday Season
Today is Black Friday! Monday is Cyber Monday! This weekend is when most of us will power shop to get all our holiday shopping started or done. However, to help avoid a nasty credit card bill in January, here are some useful…
Year-End Tax Tips
It is hard to believe there are only weeks left in 2024. As the end of the year fast approaches, like me you are probably looking forward to enjoying the upcoming festive season. However, along with your last-minute shopping, here…
Manifest Wealth at 4:28pm
I thought I would take a break from taxes, estates, finances, and the economy this week and do something different, and yes, it may be a bit of a stretch. According to astrologer Kyle Thomas, the full moon will reach…
Markets React to Trump in the White House
The U.S stock market shot up Wednesday with the Dow Jones Industrial Average gaining 3.6% to close at a new record high. It was the index’s best day in two years and the highest gain the day after a U.S.…
AI in the School Grading System
As the world continues to buzz with new Artificial Intelligence (AI) software and updates it can be overwhelming to keep track of it all. AI is quickly growing in popularity as it’s being introduced and intertwined into multiple different industries…