Are You Overlooking the Tax-Free Opportunity? There are few “gifts” that the government gives us, and the Tax-Free...
SURPRISING TFSA STATISTICS
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2024 Fall Economic Statement
Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government...
FINAL MONTHS OF THE YEAR
The FHSA Carryforward Rules & More... The final months of the calendar year are a time when tax strategies are...
IT’S BACK-TO-SCHOOL TIME…
The RESP: Would You Turn Down “Free Money”? There are many reasons to consider a Registered Education Savings Plan...
Estate Planning: Worried About Beneficiaries?
Though the pandemic may now feel like a distant memory, it did bring about some positive changes. One notable outcome...
A Primer on Structured Notes
A Primer on Structured Notes With the return of equity market volatility and the high concentration among a handful of...
Higher Rates for Longer?
Mortgage Debt & the Great Renewal It has been termed ‘the great renewal’: A significant number of Canadian...
Your Questions Answered
Year-End Planning & An Increased Inclusion Rate With the (proposed*) increase to the capital gains inclusion rate...
Critical Illness Insurance – Executive Health Plan | Smokin’ Bulls Podcast
Join us in this Smokin' Bulls episode as Lori Hartery from Desjardins Financial Insurance discusses the Executive...
My/Our Difference During Uncertain Times
Access to Alternative Investments In the current environment of higher valuations, slower growth and increased...