Articles
October 12, 2023
Year-End Tax Planning: Don’t Forget the Carry-Back/Forward Rules
Here are the rules for some of the more common tax deductions and credits.
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Articles
October 9, 2023
Is It Time to Revisit the Annuity Option?
What is a life annuity and why is it important?
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Articles
October 2, 2023
The Cost of Retirement: Will You Be Prepared?
Baby boomers will enjoy historically long life spans. For some, this may pose challenges when saving for retirement.
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Articles
September 28, 2023
A Tax-Efficient Alternative to GICs: The Discount Bond Opportunity
What is a discounted bond and why is it important?
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Articles
September 25, 2023
The RESP: Helping Grandchildren Fund the Cost of Education?
Can grandparents set up an RESP for the benefit of their grandchildren?
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Articles
September 22, 2023
Looking Forward: Growth Will Continue
Here are three anticipated drivers of future economic growth.
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Articles
September 18, 2023
RRIF Planning: Sometimes Forgotten — “In-Kind” Withdrawals
If you still have yet to open the RRIF, planning ahead is always recommended.
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Articles
September 11, 2023
Billions Remain Unclaimed: Keep Your Assets Working Hard for You
Here are two actions we can all consider to help keep assets working hard for the future.
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Articles
September 5, 2023
Do You Have Power of Attorney Documents in Place?
According to a recent survey, only 35 percent of Canadians have appointed a power of attorney (POA). How about you?
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Articles
September 1, 2023
Lessons From Generational Resilience
One of our modern-day challenges is that technology has ushered in an era of instant communication and connectivity that seems to amplify awareness and sensitivity.
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News & Media
August 18, 2023
Why Should You Bet on Big Tech Stocks?
Wes Ashton shares why he's betting on big tech stocks.
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News & Media
August 1, 2023
Why Advisors Should Ask Uncomfortable Questions
Wes Ashton was featured in The Globe and Mail's article, “Why Asking Uncomfortable Questions Is a ‘Professional Responsibility’ for Advisors.”
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