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Now that spring has sprung and many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation when it comes to your finances. Here are five wealth planning questions that may be answered by simple “rules of thumb.”

It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing your taxes and paying balances and instalments on time, as interest assessed on insufficient payments can be significant.

Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk, fixed-income investments like Guaranteed Investment Certificates (GICs). While investors can take advantage of rates not seen in decades, it is important to consider the tax implications. When a GIC is held ...

After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to take a more conservative investment stance. How can this be achieved? Selling all of your stocks and holding cash equivalents is one extreme alternative, though not practical for most ...