Join us on an exciting journey into the world of financial planning with our Money Minute blog series. Featuring short reads and videos, this series offers practical financial resources that simplify complex concepts, making them more understandable and accessible to everyone. Whether you’re an experienced investor or just beginning your financial journey, our content is tailored to all levels of expertise and investment interests. If you have any questions or would like to schedule a meeting with one of our advisors, please don’t hesitate to contact us.
Insurance – a word that is supposed to offer peace of mind. Think about it: when we buy insurance, we are purchasing coverage for something of value, the loss of which would be upsetting. To help ease the loss, we purchase a written promise to be appropriately compensated. The safety…
Read More »Dealing with personal finances can be an overwhelming task. The financial industry is saturated with different options and products making the right decision challenging and confusing. As a result, many Canadians choose to ignore or avoid looking further into financial and investment options. The truth is, we are often ill-equipped…
Read More »The news and economists are priming our country to expect a recession. The article, “‘All but set in stone’: More economists join chorus predicting a Canadian recession” Financial Post, September 19, 2022, outlines predictors for a recession. What does it mean for Canada to go into recession? How will it impact our lives?…
Read More »Successful businesses have one thing in common – they earn more money than they need to run the business. With this success, it can be beneficial for businesses to leave some of this surplus cash in their corporation. Active business income has favorable tax treatment (lower tax than personal tax…
Read More »Growing up in the late 80’s early 90’s I would sit with my grandpa, and he would tell me story after story of the Good Old Days – days that you would walk to school, play with friends till dusk, and trade baseball cards for bubble gum. Everything seemed a…
Read More »The 2022 Federal Budget proposed a new savings account called the First Home Savings Account (FHSA) scheduled to be implemented in 2023. As currently presented, the FHSA is an alternative to the Home Buyers Plan (HBP) as the FHSA and HBP cannot be used for the same home purchase. Overall,…
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