Category: Investment Planning

I hope you had a wonderful holiday season and a Happy New Year! As we kick off 2025, I wanted to take a moment to reflect on the incredible year we’ve just had. Many of my clients have enjoyed...

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...

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...

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...

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...

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...