Do you feel as though you are paying too much tax? A recent study suggests that high-income families pay a...
Tax-Saving Opportunities: Shift Income, Split Tax
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2023 Federal Budget with Peter Bowen of Fidelity Canada
Join us for an exclusive interview with Peter Bowen, the VP, Tax Retirement Research at Fidelity Canada, as he gives...
What’s Your Cognitive Life Expectancy?
What is your “cognitive life expectancy?” One study suggests that, on average, brain health declines around 12 years...
Market Insight: April 2023 – Dr. James Thorne, Ph.D., Chief Market Strategist
This year’s federal budget proposed a new tool intended to help support new home buyers. Expected to begin...
Investing in “Tax-Smart” Ways
INVESTING IN “TAX-SMART” WAYS Have You Maximized Tax-Advantaged Accounts? We aren’t doing a good job fully maximizing...
New Year’s Advice for the Younger Generation: It Starts With Saving!
At one time in the not-so-distant past, our society was tuned into saving. We wouldn’t think of buying something until...
When Was the Last Time You Reviewed Your Will?
Over the years, the statistics haven’t changed much: the majority of people still do not have a Will and, for those...
Group TFSAs Reminder
We hope this newsletter finds you well. We wanted to remind you of a few important things regarding your Group TFSAs....
Introducing the New Tax-Free FHSA
We’re excited to announce the introduction of the new Tax-Free First Home Savings Account (FHSA)! This new account is...
The Importance of a MyCRA and MSCA Accounts
As we navigate through these unprecedented times, we want to remind you of the importance of having a MyCRA account....