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How Does the 2024 Federal Budget Impact You?

The 2024 federal budget was recently released and it includes a number of proposed tax changes. The change to capital gain tax is one topic that has prompted much debate and anxiety. We want to cut through the noise and explain what is happening, how it could potentially impact you, and what you can do…

How To Be Resilient In Retirement

Change is inevitable. It is one of the only things we can count on in life. But change comes with some measure of uncertainty, and uncertainty often causes fear. As portfolio managers, we have dedicated our careers to helping our clients navigate one of the biggest changes of their lives: retirement. And in our experience,…

What’s Keeping the Wealthy Up At Night?

There are more millionaires in North America than ever before. In fact, the number of Canadian households with over $1 million in assets jumped by 23% in 2021 alone. But being in the ‘millionaires’ club’ is not what it used to be. Chubb–a world leader in insurance–asked 800 affluent North Americans about how they view…

You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments.  However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and…

Is your TFSA being taxed?

A tax-free savings account is, by definition, well . . . tax free. But there is a scenario in which your account can be taxed 1% per month. How is this possible? The answer is in the event of over contribution. In 2022, the government of Canada received $132 million in over contribution penalties. (Source: The…

Setting yourself up for success in 2024

A new year is a great time to reflect and set goals for the year ahead. If one of your resolutions is to retire in 2024, congratulations! In our experience as portfolio managers, there are four main areas that people who are approaching or living in retirement are concerned about: growth, income, healthcare, and legacy.…

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More Than Money

Money and the fear of not having enough

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Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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