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2024 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...

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Income Tax Checklist

The income tax return deadline of  April 30, 2024 will be here before we know it! We want to make...

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Monthly Market Snapshot – January

View/download full report Equity markets rose in December, capping off what was a stellar year for stocks. The enthusiasm was...

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Essential 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,...

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Monthly Market Snapshot – December

View/download full report November proved to be an exceptional month for both stocks and bonds as the expectation that the...

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Monthly 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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Monthly Market Snapshot – September

View/download full report Investors faced a challenging and volatile August as the stock market took a breather after what was...

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Monthly Market Snapshot – August

View/download full report Stocks rose across the U.S. and Canada as investors took a risk-on approach to the capital markets...

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Monthly Market Snapshot – July

View/download full report Stocks rose in June, wrapping up a quarter marked by an AI-sparked tech rally, surprises from hawkish...

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Monthly Market Snapshot – June

View/download full report Canada’s main stock market index fell in May, reaching its lowest level in two months. Cyclicals dragged...

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