Tax-Free First Home Savings Account
December 8, 2023 Download this article as a PDF. The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of home […]
Estate Planning: Getting the Details Right
December 7, 2023 Download this article as a PDF. When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, […]
December Market Insights: 2024 Forecast
December 5, 2023 The U.S.’s Tech-Driven Reinvention “Never bet against America.” – Warren Buffett Download this PDF here. Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an era defined […]
2023 Fall Economic Statement
November 22, 2023 Download this article as a PDF. On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland, delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements. FES 2023 highlighted key metrics of the Canadian economy […]
2023 Fall Economic Statement
Download this article as a PDF. On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland, delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements. FES 2023 highlighted key metrics of the Canadian economy and addressed two […]
November Market Insights: Riding The Bull In The Midst Of Chaos
November 8, 2023 Investing Strategies For A New Era Of Growth And Innovation “I never seen you looking so bad, my funky one.” – Steely Dan Download this PDF here. In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in […]
Financial Literacy and Children: Keep it Relatable at Every Age
November 2, 2023 Download as PDF How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth. The good news is that while introducing healthy money habits […]
Q3 2023 Quarterly Compass Newsletter
As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we wanted to use this opportunity to re-introduce Calendly. When you receive an email reminder of an upcoming Wealth Road Map Review Meeting or Wealth Strategy Call, we will include a link to a feature called Calendly. Calendly allows you to directly book […]
October Market Insights: Is There Something Rotten In The State Of Canada?
October 3, 2023 The Inconvenient Truth: An Alternative Narrative “Something is rotten in the state of Denmark” – William Shakespeare, Hamlet Download this PDF here. In the grand theatre of Canadian economic governance, a clandestine struggle is waging, echoing the dramatic narratives of Shakespeare’s Hamlet. Prime Minister Justin Trudeau, once dismissive of monetary policy, now […]
Investment Insights – Fall 2023
Download PDF here The Golden Years: More Golden Chances are “you might live longer than you think.” This was the longevity message of a Wall Street Journal article earlier this year.1 Indeed, we are living longer and healthier lives — half of those born today are expected to live to the centenarian age of 100.2 […]