September 11, 2024
FHSA Carryforward Rules — Not All Registered Plans Are the Same
If you’ve opened a First Home Savings Account (FHSA), be aware that the carryforward rules differ from those of other registered accounts.
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Articles
September 9, 2024
A Reminder: Volatility, No Stranger to the Markets
Successful investing involves preparing for both the inevitable ups and downs that come with market volatility.
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Articles
September 5, 2024
Acting as Estate Executor? Beware of Your Actions
A GRE is a valuable estate planning tool due to its tax benefits.
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Articles
September 4, 2024
Tapping the Registered Education Savings Plan (RESP)
Do you have a child headed to college or university? Congratulations! Now is the time to tap into the fruits of your labour: the RESP.
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Articles
September 2, 2024
Delayed Landings
A look back at the S&P/TSX Composite since 1985 reminds us just how common volatility is.
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Articles
June 27, 2024
Generational Wealth Planning: Bringing Kids to the Table
Many of us spend our lifetimes working hard to build wealth, but how do we preserve this wealth if we wish to create a legacy?
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Articles
June 26, 2024
Why Have Central Banks Been Slow to Cut Rates?
With expectations for multiple interest rate cuts to start the year, why have the central banks been slow to move?
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Articles
June 25, 2024
Oh, Canada! We’ve Got a Productivity Problem
The Bank of Canada suggested we have a “productivity problem” and highlighted three elements key to driving highly productive economies.
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Articles
June 25, 2024
Spring Recap: Budget 2024 — Five Things Investors Should Know
The federal government released its budget, with a focus on home affordability and reducing the cost of living to “strengthen the middle class.
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Articles
June 24, 2024
Estate Planning: Two Overlooked Areas - Digital Assets & Pets
As you consider your estate planning, have you taken into account two often overlooked areas: your digital footprint and pets, if any?
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June 20, 2024
Increasing Capital Gains Inclusion Rate: Planning for a Cottage/Cabin
As you think ahead to the eventual transfer or sale of a cottage or cabin, here are four things to consider.
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June 19, 2024
Timing Is Everything: Why Some Regret Taking Early CPP Benefits
With most Canadians choosing to start their Canada Pension Plan (CPP) benefits early, there’s been growing attention to the potential advantages of waiting.
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