HNW Blog

The perfect storm, it feels. A strong equity market + an increase in the capital gains inclusion rate means more emphasis/planning to reduce our tax bill come April. Mind you, there is still a couple of months left in 2024, and if you are as tuned into...

So, what’s the big idea with TFSAs? Simple. They’re one of the best savings tools in Canada because they allow your investments to grow tax-free. That’s right, no tax on interest, dividends, or capital gains. The TFSA started back in 2009, and the government...

Unlock the secret to maximizing your retirement savings! Discover how an Individual Pension Plan can help you save more, protect your assets, and boost your retirement income.

After being announced earlier this year, finally we have some more info to share on the First home savings account ("FHSA"). Our team has put together the piece below for further reading. On first glance, this can be a great tool for those looking at...

Technically speaking, I'm an investment advisor. However, I find that I am spending more time discussing tax-efficiency and wealth protection strategies with clients than before. Hopefully that isn't a reflection of my investment advice!!! As a former...