Monthly Tips and Newsletter

April 1, 2025

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…

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March 24, 2025

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…

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March 17, 2025

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…

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March 10, 2025

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…

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March 3, 2025

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,…

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February 24, 2025

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…

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