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Resources

Market Commentary Match 29, 2019

The month of March was fairly flat for most North American Indexes in 2019, at time of writing the TSX was up just 0.35% for the month, creating 12.7% of gain in 2019. The S&P 500 was up just 0.9% for March as well, but 14% since Jan 1. The NASDAQ was up 1.6% for...

Disability and Retirement Plans

Disabilities never happen at a good time. But proper planning will allow you to still retire as planned. This case study shows how a couple has planned appropriately and will still retire on time, in a tax effective manner to create income going forward.Click...

Life Insurance or Investment?

We have all thought about the opportunity to buy permanent life insurance or invest the money on our own. This article outlines the differences in the two strategies and factors to consider when looking at these options yourself. It does get hard to beat tax free...

Market Commentary February 28, 2019

The month of February has seen the pace of market gains slow, however positive numbers still exist for North American indexes. The TSX in Toronto was up 2.9% for February, now totaling 12.5% in 2 months. The S&P 500 in New York was up 2.8% for the month and 12.3%...

8 Sources of Retirement Income

Proper retirement planning allows you to have multiple sources of income which allows for flexibility on how much you draw and when you draw from each source. How many sources do you have? Talk to us about your sources.  Click...

RRSP or TFSA

Canadians know they should save money, and save for retirement. However a lot of Canadians are unsure of the benefits of each account type and where they would be best to save their dollars. This video from BNN highlights the two account...

Investing in Life Insurance?

Canadians look for investment opportunities everywhere they can. How can we boost returns while minimizing tax on the growth? This article summarizes why investing in a life insurance contract may be a good fit for wealthy individuals, businesses and families.Click...

The dos and don’ts of tax-free gifts in Canada

Canadians pay a lot of tax dollars, and many times questions come up around what can be gifted to children or other adults without incurring tax issues. This article summarizes many of the factors to consider when gifting money.Keep in mind, gifting cash is tax free....

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