We hope you enjoyed a beautiful and scenic fall and are looking forward to the arrival of winter, and the Holiday Season. In this newsletter, we include articles on how new proposed tax rules may impact your charitable giving this year and next, and a summary on the new First Home Savings Account. We also include a brief market summary.
We hope you had an enjoyable summer, and you are looking forward to the beautiful weather and the abundant harvest that fall has to offer. In this newsletter, we include articles on making gifts to others as well as properly structuring your will. A brief market summary is also included.
We hope that this summer has allowed you to enjoy time with friends or family whether staying at home or travelling in Canada, the U.S., or abroad. In this newsletter, we provide articles on tax implications of owning U.S. property, U.S. estate tax considerations and tax implications in the U.S. for Canadian Snowbirds. A brief market summary is also included.
Another Canada Day has passed, and we hope you were able to celebrate our good fortune with friends and family. In this newsletter, we discuss how emotions impact prudent investing, and the importance of proper estate planning for those with beneficiaries that may have disabilities. We also provide an equity and fixed income update.
Summer has almost arrived, and we hope you enjoy the warmer weather, the abundant fruits and vegetables, and the greater opportunity for outdoor activities. In this newsletter, we identify the importance of insurance for wealth protection as well as a tool for charitable giving. We also provide an equity and fixed income update.
As summer approaches, we hope you can enjoy the beautiful weather and outdoor activities with family and friends. In this newsletter, we provide brief information on principle residence exemptions, pension splitting to reduce taxes, and a brief outlook for the stocks and inflation.
In our Spring newsletter we provide a checklist for reviewing your wealth plan, a summary of the most recent Federal Budget, and some practical tax savings strategies for 2023.
In recognition of International Women’s Day, this monthly newsletter includes estate planning strategies for women, as well as insights into women’s philanthropic activities.
As tax time approaches, preparation is the key to an organized and easy filing. In this newsletter we provide the 2023 personal tax planning calendar, contribution limits for RSPs, TFSA, RESPs, and the 2023 wealth planning facts and figures summary. We also include a brief market outlook.
We would like to wish you and your family a healthy and prosperous 2023. Last year was an eventful year including the Ukraine invasion, the return of inflation with higher interest rates, and challenging stock markets globally to name just a few. And as challenging as 2022 was, we are also grateful that for most globally, the worst of the pandemic is now behind us. In this newsletter we provide a review of our investment process results and what our team expects in 2023.