February 2019 Newsletter

Feb 05, 2019 |Charles Cullen
What a difference a month makes….   On Christmas Eve, markets were in a free fall and in January, they have generally been going up.   Of course, we can’t predict where the market will head in the next month, but historically stocks have had higher returns...
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Here's The Prescription

Jan 18, 2019 |Charles Cullen

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

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Tax Tips 2019

Early 2019 Tax Tips

Jan 04, 2019 |Jon MacLanders

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

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

Dec 07, 2018 |Charles Cullen

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

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Looking to Reduce your Tax Bill this Year?

Nov 23, 2018 |Jon MacLanders
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
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Moving to Canada?

Nov 22, 2018 |Charles Cullen
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...
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How Do I Handle the Ups and Downs in the Market?

Oct 30, 2018 |Charles Cullen
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...
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How much is too much? Is your inheritance a gift or a burden?

Sep 21, 2018 |Jon MacLanders
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...
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Should you buy an annuity with your RRSP dollars?

Aug 03, 2018 |Charles Cullen
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
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Despite trade uncertainty, Bank of Canada raises rates

Jul 19, 2018 |Jon MacLanders
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
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