tfsa and cra a cautionary tale

TFSA and the CRA; a cautionary tale

TFSA and the CRA: The CRA is the ultimate record keeper of your TFSA contributions over time. They are also the body that determines if you have overcontributed and need to be fined. However, they are not good at keeping their records up to date.

Read More »
Healthy habits - playing your Trump Card

Healthy habits – playing your Trump Card

The first few weeks of January are always filled with cautious optimism. There’s Dry January and fitness goals (pre-pandemic fueled by discounts to gyms and a plethora of healthy food meal plans). People commit to learn how to juggle or read 12 books or floss every day! Sadly, by mid-February the lustre of a new year where failure hasn’t marred its surface has faded.

Read More »

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.


Subscribe To Our Newsletter