News and Insights

February 14, 2024

Putting enough money away to have a liveable income after you’ve punched your last clock is an odyssey, not a sprint.

February 13, 2024

Now that the kids are back to school, it’s a perfect opportunity to reflect on how you can make a lasting and rewarding contribution to the futures of the little ones in your lives.

February 12, 2024

People often feel so overwhelmed that they're too paralyzed to take any action. (Screening bank calls? Ghosting your account statements? You're not alone.)

February 12, 2024

Buying a home can be a challenge for many young Canadians. If you feel that it’s getting harder to get into the housing market, you’re not imagining things. Fluctuations in house and condominium prices and interest rates can play a huge part in a first-time homebuyer’s ability to afford a home. The new Tax-Free First Home Savings Account (FHSA) aims to make this easier by offering Canadians a way to save for a down payment for their first home.

February 08, 2024

The tax rules for passive income that came into force two years ago can sometimes be a headache for small business owners. Here are some strategies that might help manage them better.

February 05, 2024

A way to enhance a life insurance policy by incorporating an additional component.