Monthly Tips and Newsletter
Tax Tips for the Self-Employed
When you are self-employed, it’s important to understand how you are taxed and what expenses are deductible. This infographic provides key tax…
Importance of diversification
Attached is a video link that highlights the importance of diversification. Diversification ensures that your investments are not concentrated in a single…
The Importance of Naming a Power Of Attorney
Why a Power of Attorney is Essential for Your Family’s Future Security The Importance of Naming a Power Of Attorney? Whether it’s…
Taxes on investment income
When you have non-registered investment accounts, income is typically associated with them. Understanding the types of investment income and how the CRA taxes these…
Financial Checklist for Expecting Parents
Welcoming a new baby is exciting, and financial preparation is key. This video provides clear, practical, and insightful guidance on budgeting, savings,…
Smart Financial Planning for Expecting Parents: Secure Your Future Today
As you prepare for your baby’s arrival, it’s important not to overlook your financial planning. Proactive planning will help you make decisions…