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August 2021 Newsletter

Posted on: August 6, 2021

Please click here to view the entire newsletter.

Market & Portfolio Update 

We have been watching the market and our portfolio with extra detail over the past month, as there have been new trends and information emerging. Overall, the mid and long term outlook of the market and economy remained positive throughout the month, but short-term signals had more volatility.
To read about the market and portfolio, please click here.


You asked, we listened.

Wealth Management For U.S. Persons

Being a U.S. person living in Canada can cause significant headaches when it comes to dealing with taxes, and for good reason. It is complex, the rules are constantly changing, and if you’re not interested in spending the time to become an expert yourself then filing taxes becomes expensive. We are big advocates of hiring professionals with the right expertise, but also of simplifying where it makes sense.
 
You don’t need to be the expert, but you should know about the main issues and the questions to ask to ensure you have the right framework and team of professionals supporting you.

If you're a U.S. Person, click here

 
Monthly Feature

Old Age Security “OAS” Changes and Considerations

We can expect to see a special one-time OAS payment for “older” seniors this August, and in 2022, an extra 10% annually for seniors over the age of 75.

If you want to learn more about OAS and these changes, click here
 
 

 
We hope you enjoyed this month's newsletter. 
 
We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible. 
 
If you know someone, be it a family member, colleague or friend, who can benefit from what you have learned today, please feel free to share this newsletter.
 
 
 
 

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