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...
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...
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...
CBC News Posted Dec 31, 2016
There were plenty of changes in 2016 as the Trudeau government put its priorities in motion. When Canadians file their taxes this spring, they'll calculate how new tax rates and child benefits...
At the November 2016 Canadian Tax Foundation Conference, CRA told attendees that paying registered plan fees from non-registered, or open, accounts, will incur a tax penalty equivalent to the fee. Over the next year we will be sure to...
With Canada’s 2017 federal budget looming, we consider what tax measures our government might have in store for us. We look at:
tax-related recommendations made in the House of Commons Report of the Standing Committee on Finance on 2017...
New research published in August 2016 highlights the value of financial advice. It analyzes survey responses from more than 1,500 Canadian households, some with and some without advisors.
The study can be found here: The Study
An...
Part of our wealth management practice involves understand how best to shelter, protect and transfer wealth. Not only do we rely on market instruments to help us with this, we also look to the insurance world to help do so.
Over the last year...
