Your New Year’s Financial Checklist
The beginning of anew 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 the RRSP. The Registered Retirement Savings Plan (RRSP) deadline for the 2024 tax year is March 3, […]
Live Long & Prosper: Better Health, Better Wealth
Many of us remember the classic Star Trek mantra “live long and prosper,” which may be worth reflection as we enter the leisurely summer months. The keys to a longer and more prosperous life are often rooted in fundamentals that include both health and wealth. Better Health, Better Wealth Not surprisingly, physical, mental, and […]
Three Perspectives On Our Higher Cost of Living
With higher inflation, the increasing cost of living has been top of mind for many Canadians. While there has been good news on the inflation front given continuing signs of easing, here are three perspectives on our rising cost pressures. 1. Today, less of our paycheques go to necessities. Despite a substantial rise in […]
Spring Cleaning Finances: Five Questions to Ask
Now that spring has sprung 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.” These may spark meaningful discussions about wealth management, budgeting, or family and […]
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 […]