2024
As summer ends, we hope the arrival of beautiful autumn days and fall festivals gives you the opportunity to share with friends and family what this season offers to all Canadians. In this newsletter, we provide an interesting summary on the meaning of retirement, a strategy for cottage succession planning, and a brief comment on how the Bank of Canada is trying to prevent a recession.
We hope you are enjoying the long summer days and the abundance of fresh fruits and vegetables nature provides us at this time of year. In this newsletter, we provide a summary of the benefits of Private Equity in a portfolio, why everyone needs a Power of Attorney, and a review of how AI and the upcoming US elections may impact the stock markets.
We trust you are enjoying our Canadian summer or perhaps exploring beyond our border with family and friends. In this newsletter, we provide timely information on a growing trend in elder abuse and a review of the equity and fixed income markets.
As Canada Day approaches, it is important to understand everything has it’s purpose. This is true for boats and investments.
In this newsletter, we focus on the responsibilities of an executor, and provide an overview of global bond and equity markets.
We all have our own thoughts on money, most created through a life of experience. However, our children and grandchildren often have questions on how to build, manage and protect their wealth. This brief summary can help educate them about some of the basic strategies. The Canadian government has been planning reporting changes for trusts in Canada for some time. This summary also provides important information about the new tax reporting requirements for trusts.
As the April 30, 2024, personal tax return filing deadline approaches, it is important to be prepared. To assist, we are sending two helpful summaries.
The 2024 Tax Calendar summarizes important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Of special note, for those with trusts, there are new rules that apply this year.
The 2023 Tax Income Tax Checklist will help you prepare your 2023 tax return and maximize tax savings.
It is tax time, and it is time to get prepared! To help, we have included the BMO Wealth Planning Facts and Figures. It is a comprehensive summary that identifies the 2024 TFSA and RSP contribution limits, RIF withdrawal minimums, OAS clawback levels, and Canada Pension Plan information. This summary will help you prepare and minimize taxes in 2024 and beyond
It’s 2024 (and a Leap year at that)! A new year means new opportunities, new adventures, new goals to achieve. But doing all that requires some housekeeping. There are certain financial steps we highly recommend you take early in the year to make the rest of 2024 as enjoyable and stress-free as possible. So, to that end, we are including a short “Q1 Financial Checklist” with this communication.
2023 was an eventful year with many political and economic factors impacting the markets globally. The ongoing wars, rising interest rates, and moderating inflation were three of the largest factors. While the global markets experienced above average volatility, many of the global stock markets performed well despite analysts' expectations. In this newsletter, we provide a review of our investment process, results, and a brief outlook for global investments in 2024.
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