latest articles

Dec
09
2024

A Conversation About Your Financial Future

By admin

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting?

There are generally two ways to approach your relationship with a new advisor.

Approach One: Hand over all your financial details and hope the advisor reassures you that everything's fine, with only a few small tweaks needed.

Tags: 
investment planning
Dec
09
2024

Happy Holidays, Important Dates and Reminders

By admin

As we celebrate this holiday season, we want to express our heartfelt thanks for your trust and partnership this year. Supporting your financial goals has been a privilege, and we look forward to continuing our work together in the coming year.

Wishing you and your loved ones a joyful, peaceful holiday. May this season bring you cherished moments and renewed energy. Remember, the best investments are often in the connections we share.

Looking ahead, here are some important dates & reminders for 2025:

Dec
09
2024

Habits That Build Wealth

By admin

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial future.

Tags: 
financial strategy
Dec
09
2024

How NOT to Plan Your Estate: A Cautionary Tale

By admin

Let's face it—your death will create challenges for your loved ones. These challenges will fall into three main categories: emotional, legal, and financial. The good news? You have the power to minimize these issues. The bad news? If you want to make things worse, you can follow the "how not to" approach outlined below.

Of course, this is tongue-in-cheek, but let's explore what not to do when planning your estate.

Tags: 
estate planning
Nov
11
2024

Year-End Tax Planning Ideas

By admin

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.

Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute procrastinators rush to buy their RRSPs in the New Year and temporarily push up market values.

Tags: 
tax planning

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