Have you been following the U.S. election? I stayed up late on election night to catch every update! Now that we know Donald Trump will be the next president, you may be curious about what this could...
Category: Investment Planning
A Portfolio that Grows from $10K to Over $28K Across Market Ups and Downs
Many of you have likely noticed the recent market volatility. To keep my clients well-informed, I've reviewed commentaries from numerous economists and portfolio managers in the past couple...
(Video) Disability Tax Credit Part 1 – Eligibility and Approval Tips
Disability Tax Credit (DTC) is a non-refundable tax credit for Canadians with prolonged disabilities. It helps to reduce income tax for families with disabilities and also open the door to other...
Who Should You Name as the Successor or Beneficiary of Your TFSA?
I recently had a meeting with a senior client who wants to ensure that all her financial affairs are in place so her money can pass on to her family tax efficiently. One of the things we reviewed was...
Start Your 2024 With The Top 11 Financial Questions Answered!
2023 had been a tremendous year for investments, and most of my clients had a reasonable positive return. As we step into 2024, it's important to look ahead and plan our financial strategies...
What was up in 2022? Could they be your RRSP choices this year?
As you have witnessed, the investment market was extremely volatile last year. And it was mainly due to multiple global crisis events. The war between Ukraine and Russia The rise of...