Spring Clean Your Finances
Spring has officially sprung and it’s time to spring clean your finances with these 6 steps! Iron out your budget...
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Monthly Market Snapshot – March
View/download full report After kicking off the year with strong gains, stocks continued their upward trend in February. The Canadian...
Read More6 Smart Things to Do With Your Tax Return
Stop treating it like found money Although most Canadians are happy to receive a tax refund, there’s very little reason...
Read MoreMonthly Market Snapshot – February
View/download full report Stocks started the year off strongly, building on the gains seen in November and December. The Canadian...
Read More2024 Tax Document Mailing Dates
Below is a list of expected mailing dates for 2023 year-end documents and tax slips. IMPORTANT: if you have selected...
Read MoreIncome Tax Checklist
The income tax return deadline of April 30, 2024 will be here before we know it! We want to make...
Read MoreMonthly Market Snapshot – January
View/download full report Equity markets rose in December, capping off what was a stellar year for stocks. The enthusiasm was...
Read MoreEssential Tax Numbers 2023/2024
General Filing Numbers Low-Interest Loans The current family loan rate is 6%. Medical Expenses Threshold For the 2023 tax year,...
Read MoreMonthly Market Snapshot – December
View/download full report November proved to be an exceptional month for both stocks and bonds as the expectation that the...
Read MoreMonthly Market Snapshot – November
View/download full report October proved to be another challenging month for equity markets, with both Canadian and U.S. stocks experiencing...
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