Year-end tax planning checklist

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances....

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Philanthropy

Being philanthropic doesn’t just make you feel good, it’s also one of the top characteristics of wealthy people. We’ve outlined some key considerations that can help you build a solid charitable giving strategy....

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Buying a Home

Buying a new home is a significant life event that affects your cash flow and has financial, tax and insurance implications. As wealth advisors, we can help you stay focused on the big picture with a comprehensive look at your complete financial...

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Tax-Free First Home Savings Account

The FHSA is a tax-free savings account for first-time home buyers. It offers the opportunity to save $40,000 on a tax-free basis and is designed to help Canadians save for a down payment....

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