The beginning of a new year is an opportune time to revisit certain aspects of your wealth management. If you don’t know where to start, here are a handful of ideas. For more information, please call the office. Contribute to your RRSP. The Registered Retirement Savings Plan (RRSP) deadline for
Download this PDF here. On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued. The Governor General consented to the request, terminating all parliamentary activities until March 24. What does this mean
It’s RRSP season once again! Over the decades, the federal government has eliminated many income-splitting opportunities available to taxpayers. However, if you have a spouse/common-law partner, don’t overlook the spousal Registered Retirement Savings Plan (RRSP) — a valuable opportunity to split income at retirement if your spouse will be in
If you are looking for a financial resolution to start the year, why not make estate planning a priority? Every so often we hear stories about the consequences of not having a valid will. To die without one, known as dying “intestate,” can have significant and perhaps unintended effects as
How Bitcoin Became America’s Unlikely Saviour “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ‘Silver and gold I have none, but such as I have I give to thee.” – Abraham Lincoln [1] Download this PDF here. In our fast-paced
The Best of Times, the Worst of Times “It was the best of times; it was the worst of times…” – Charles Dickens Download this PDF here. As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of
A Trump Victory – Propelling the U.S. into a New Gilded Age “Let us be brave in the face of hazards. Let us not fear wrongs, or wounds, or bonds, or poverty.” – Lucius Annaeus Seneca Download this PDF here. As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield
The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your chicks for free.” – Dire Straits Download this PDF here. There are moments in life that leave a lasting impression. For me, two significant memories from the 1985
Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the more they stay the same.” – Jean-Baptiste Alphonse Karr Download this PDF here. As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has
Dean Bradshaw co-founded the Cresco Wealth Management team in 1999, but his experience in the industry goes back even further. This month, we’re celebrating his 30th anniversary in the business! We love hearing Dean’s story from his early days—here’s what he had to say: Thinking back to your early
Politics and money are never far apart. Election years frequently bring about questions surrounding changes to public policies, potential regulatory shifts and the ensuing effects on the markets and economy. This year’s U.S. election has been no exception, with investors keeping a close eye on possible changes that could influence
The final months of the calendar year are a time when tax strategies are often top of mind. As a reminder, the tax rules allow you to carry forward certain tax credits or deductions not used in the current year. Be aware that the carryforward rules differ among registered plans.
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