January 2024 Market Newsletter

2023 was a year defined by the markets climbing the wall of worry to recover from the 2022 drawdown....

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Mastering Shareholder Loans: A Comprehensive Guide for Business Owners

Shareholder loans are a nuanced financial instrument that can be highly beneficial for business owners when used correctly. These loans offer a way to manage personal and business finances flexibly but require careful navigation to avoid tax issues....

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Changes to the Alternative Minimum Tax (AMT) in 2024: A Comprehensive Overview

The Canadian government announced significant changes to the Alternative Minimum Tax (AMT) system in the 2023 Federal Budget, effective Janaury 1st, 2024...

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Tax Loss Harvesting and Crystalizing Capital Gains

Tax loss harvesting and crystallizing capital gains are powerful tools in an investor's arsenal. When strategically employed, they can significantly mitigate tax burdens and enhance overall investment efficiency....

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November Market Newsletter

The month of November has seen a big change in financial markets with equity markets rallying aggressively....

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Unlocking the Potential of Private Equity

In the ever-evolving world of investment, private equity (PE) stands out as a segment that has witnessed substantial growth and interest....

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Bolstering Your Financial Literacy

Financial literacy is a fundamental and necessary skill every person should develop to ensure the protection and growth of your wealth....

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October Market Newsletter

The month of September saw continued rhetoric from central bankers in both Canada and the US that rates may continue to be hiked to bring inflation back to its target....

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Deciphering FHSA, RRSP, and TFSA for Canadian Home Buyers: A Financial Planning Perspective

With the introduction of the First Home Savings Account (FHSA) alongside existing options like the Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), Canadians now have more avenues to support their financial objectives....

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Strategic Allocation of Excess Funds for Canadian Physicians: Evaluating Corporate Investment, TFSA, and RRSP

How should physicians allocate their excess funds - in your professional corporation, a TFSA, or an RRSP?...

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