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More than Investment Managers we are Wealth Advisors. It’s our mission to assist you in all areas of wealth, from budgeting and debt management to retirement and tax. We publish timely information, findings, and strategies to help you make informed decisions.

Wealth Planning

November 28, 2023

Video: Introducing the First Home Savings Account (FHSA)

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Wealth Planning

November 22, 2023

Summary: 2023 Fall Economic Statement

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 attempted to address two key challenges: Canada’s housing […]
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Wealth Planning

November 14, 2023

Financial Literacy and Children: Keep it Relatable At Every Age

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 to young children is ideal, […]
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Wealth Planning

November 7, 2023

Travel Insurance: Travel Tips Before and After Departure

Before Your Trip   Let your carrier know about any health changes before departure If your health or medications change before your trip commences or you are awaiting further testing/test results, your coverage may be at risk. Please call your carrier to discuss how your policy and coverage might be affected.   Verify the trip […]
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Investing

October 31, 2023

Video: Timing the Market vs Time-in the Market

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Wealth Planning

October 24, 2023

The Ins and Outs of RDSPs

A Registered Disability Savings Plan (RDSP) is a tax-sheltered savings vehicle designed to help families ensure the long-term financial security of a loved one affected by disability.
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Wealth Planning

October 17, 2023

Tax-Free First Home Savings Account

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 ownership.
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Wealth Planning

October 10, 2023

Maximizing Your RESP: Withdraw Wisely

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free.
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