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Without the guidance of an advisor, the self-medicating investor might overreact to short-term market volatility by selling some of their investments.

There are some areas of tax planning that often get neglected. This article summarizes some of the strategies that have deadlines in early 2019.

Are you a U.S. person living in Canada?

To ensure that you leave no stone unturned, we have summarized some common year-end tax planning strategies in this article.   If you would like to read this article, click here

Are you a newcomer to Canada or have you returned to Canada after an extended absence? This article provides an overview of the Canadian tax system and planning strategies for individuals who move to Canada and establish Canadian residency for income...

The markets have certainly been turbulent this month. Most portfolios are down compared to a month ago. There’s nothing unexpected in these returns– markets can and will go down at various times each year. However, that’s not to say that it is easy to...

Warren Buffett famously said he planned to leave his kids "enough money so that they would feel they could do anything, but not so much that they could do nothing.'' Learn how to navigate the transition of family values and wealth to inspire your beneficiaries...

Salting away money in a registered retirement savings plan is a popular way for Canadians to save for retirement. The 2016 census found that 35% of all Canadian households contributed to RRSPs.   To continue reading, click here

The Bank of Canada has elected to raise its benchmark rate to 1.5%, the highest level in nearly a decade. What does this mean for the Canadian economy in the coming year? To continue reading click here