Financial Planning

06/27/2018

The next two weeks will be tumultuos for financial markets as we remain mired in the fog of trade war. Full Article

03/02/2018

After months of uncanny calm and stability, volatility came back forcefully in February. In our view, this pullback had more to do with a mean reversion to a more sustainable trend. In the next few weeks, we will continue to closely monitor...

Budget Canada 2018

by Diane Nash

02/28/2018

You will find attached a short summary of the 2018 budget produced by our team of experts. This summary highlights the main changes and impacts for: individuals businesses other measures of interest Full Report

Reaching Tomorrow's Women Investment Advisors

by Diane Nash

02/05/2018

Cautiously Optimistic for 2018

by Nash Family Wealth

01/03/2018

In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter stages of the business cycle amid high levels of bullishness within the...

Updated Rules From Finance Canada: Tax Planning Using Private Corporations

by Nash Family Wealth

07/23/2017

In Budget 2017, the Minister of Finance, Mr. Bill Morneau, announced the Government of Canada’s intention to address, in the upcoming months, tax planning strategies involving the use of private corporations by way of a paper detailing the nature of...

Take the Pension or Commute the Value?

by Diane Nash

05/27/2017

This is a question we are faced with regularly when helping our clients. Many in Canada still have the connection to a Defined Benefit Pension Plan that is well funded and will provide great stability through retirement. However, at...

Budget 2017

by Nash Family Wealth

03/22/2017

Highlights: Capital Gains and Losses: Unchanged Individuals 1. Anti-Avoidance Rules for Registered Plans (RESP,RDSP) 2. Mineral Exploration Tax Credit for Flow-through Share Investors 3. Disability Tax Credit – Nurse Practitioners 4. Medical...

Who Is Your Beneficiary?

by Diane Nash

02/21/2017

In case you missed it the Globe and Mail, Rob Carrick, had a great article “A Guide to Naming a Beneficiary of your TFSA, RRSP and RRIF published February 10, 2017. The article is a great summary about the ways in which you could transfer...

The Importance of Photo I.D.

by Diane Nash

02/05/2017

It used to be that if an individual didn’t travel, didn’t drive, or lost their license due to age, you didn’t worry about maintaining their identification. That is no longer the case. Maintaining valid provincial or federal photo id is...

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Financial Planning

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