Articles
March 18, 2024
Are You Associated With a “Bare Trust” Arrangement?
Do you hold assets in an arrangement with a separate legal and beneficial owner, where the beneficial owner oversees the assets?
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Articles
March 15, 2024
The Impact of Taxes on Investments Can Be Significant Over Time
Just as investments benefit from compounded growth over time, the tax on income and gains can accumulate to become significant.
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Articles
March 15, 2024
Beware of the TFSA ‘Danger Zone’
Here are some considerations to keep in mind as a taxpayer.
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Articles
March 13, 2024
Tax Season is Here Again: Here Are Some Reminders
As we deal with tax returns, this may be a reminder that we should be doing all we can to minimize taxes.
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Articles
March 11, 2024
Growth Will Persist
While Canada’s economic output continues to be sluggish, consider that our economy has been relatively resilient given the challenges of the past few years.
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Articles
March 7, 2024
3 Ways to Tackle Debt
Unfortunately, Canadian debt is the highest it's been in decades. Check out my “3 Tips to Tackle Debt”.
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Articles
February 27, 2024
Interest Rates: What's In Store for 2024?
Inflation is proving to be stickier than anticipated, and as a result, rate cuts are “up in the air”.
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Articles
February 21, 2024
Tax Preferred Investment Income: Is Now the Time?
Time to get “Tax Savvy”!
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News & Media
January 25, 2024
Six strategies for choosing between investing or paying down debt
Wes Ashton speaks with Globe Advisor the six strategies for choosing between investing or paying down debt.
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Articles
January 3, 2024
Portfolio Management During Uncertain Times
What can you do to take a more defensive investment stance during uncertain markets?
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Articles
January 1, 2024
During Uncertain Markets: How Dollar-Cost Averaging Can Help
For many of us, it’s not easy to commit new funds to an investment during uncertain times. This is where a dollar-cost averaging (DCA) program may be a useful technique.
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Articles
December 29, 2023
How Does Higher Interest Rates Impact Equity Markets?
If interest rates continue at higher levels, how will this impact the equity markets?
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