With so much of our lives online, are you aware of the risks you face? From phishing scams to ransomware and identity theft, the responsibility ends up on us as individuals to ensure we protect ourselves from cyberattacks as far as possible.
An FHSA is a vehicle people can use to save for purchasing their first home while receiving a tax deduction on contributions. The money grows tax-free, and you can use it to buy a house without needing to refund the account; unlike the RRSP’s Home Buyers’ Plan.
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.
Whether you’re a first-time home buyer or a seasoned real estate investor, understanding the intricacies of mortgages is a game-changer in your financial journey. With many potential pitfalls, confusing jargon, and seemingly endless options, proper guidance throughout the mortgage process is invaluable.
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment – in today’s podcast we discuss Bill Perkins’ book around this concept.
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.
Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Managing your finances as couples is hard. How do you get on the same page to work together towards a shared vision and budget for your future?