Managing Your Wealth

Our Services - Trusted Investment Advice
Our Services - Trusted Investment Advice
Why Consolidating Your Accounts Makes Sense
Why Consolidating Your Accounts Makes Sense
Managed Portfolio Account Overview
Managed Portfolio Account Overview
Preferred Plus Account
Preferred Plus Account
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.
2022-2023 Contribution Reminder

Tax Planning Strategies

Donating Appreciated Securities
Donating Appreciated Securities
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. For investors who have realized significant capital gains, this article examines various strategies to help reduce the impact of a potential tax liability of these gains, regardless of whether they were the result of a voluntary or involuntary sale.
Strategies to Minimize Capital Gains Tax

Education Planning

Most parents hope their children will pursue higher education – and for good reason. A post-secondary education can prepare your child for a fulfilling career, lead to enhanced earnings potential and, ultimately, steer them on the path to a successful and rewarding life. However, if adequate savings are not in place for post-secondary education, your child could graduate with the added stress of carrying significant student debt before they’ve even secured their first job.
Education Planning