News and views

Getting Financially Prepared for Baby

As many of you may know, Samantha, who is an Associate Advisor on our team, welcomed her first baby back...

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Monthly Market Snapshot – February

View/download full report Major equity benchmarks around the globe ended February in positive territory despite bouts of turbulence during the...

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Monthly Market Snapshot – January

View/download full report Equity market volatility ramped up towards the end of January, overshadowing investor enthusiasm earlier in the month....

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Essential Tax Numbers 2020/2021

General Filing Numbers Low-Interest Loans The current family loan rate is 1%. Medical Expenses Threshold For the 2020 tax year,...

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RDSP’s – what are they? who qualifies? and more.

What is an RDSP? A Registered Disability Savings Plan (RDSP) is a type of savings plan that is intended to...

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Monthly Market Snapshot – 2020 Year-End

View/download full report Stocks continued to rally in the final month of the year, notwithstanding rising COVID-19 cases, a new...

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2021 New Years Resolutions Worksheets

This year we have two worksheets with slightly different approaches to developing your resolutions. Remember, a new year doesn’t have...

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Monthly Market Snapshot – November

View/download full report Stocks around the globe were in rally mode during November with major equity indices posting their strongest...

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2020 Essential Gift Guide – Under $50!

It’s time to release our team’s top holiday gift picks – all under $50! Given the trends that have emerged...

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Monthly Market Snapshot – October

View/download full report The final week of October saw many global equity markets experience downturns not seen since the height...

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