Keeping You Informed – Online 2023 RRSP Contribution Deadline is February 26, 2024

February 07, 2024 |Joanne Livingston
The RRSP contribution deadline of February 29th, 2024, is fast approaching us for the 2023 tax year! If you plan on making an online contribution, February 26th is the last day the request can be submitted for the funds to be processed in time for the...
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Keeping You Informed – Happy New Year, it’s time for 2024 TFSA and RESP Contributions

January 17, 2024 |Joanne Livingston
Happy New Year! As always, the beginning of the year marks the opportunity to contribute to your Tax-Free Savings Account (TFSA) and Registered Education Savings Account (RESP). As of January 1st, 2024, the annual limit for TFSA contributions has increased...
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Keeping You Informed – Goodbye to 2023!

December 14, 2023 |Joanne Livingston
I really don’t know where the time goes… 2023 is coming to a close and we are already making plans and booking appointments for 2024. It has been a full year on the Livingston team. Suzanne has returned from maternity leave in September and Jenny began...
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2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

November 22, 2023 |RBC Family Office Services

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

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Keeping You Informed – We finally like bonds again!!! And one other thing….

November 07, 2023 |Joanne Livingston
Historically, the bond market has been a relatively safe place for investors to put their money. It was low risk and low reward, and offered a safety net in case the equity market took a tumble. However, as interest rates rise, prices of bonds are dropping...
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Keeping You Informed – The Balanced Portfolio, A Cinderella Story

September 22, 2023 |Joanne Livingston
I am pleased to welcome back Suzanne Pellerin, who has returned after her maternity leave. For those of you wishing to discuss estate matters, please feel free to reach out to her. She will also be joining in on some annual review meetings, so please...
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Keeping You Informed - First Home Savings Account (FHSA)

April 19, 2023 |Joanne Livingston
The First Home Savings Account (FHSA) is the newest savings account offered to Canadians to help save for their first home. This new account combines the best features of a Registered Retirement Savings Plan (RRSP) with the tax-deductible contributions...
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A bit of this and that: Tax Season, Market Update & Annual Reviews

March 08, 2023 |Joanne Livingston
Tax Season The first quarter of 2023 is rapidly coming to a close and with it the winding down of RSP deposits, transfers to TFSAs, and the RESP activity associated with the winter term. Next up…tax season! This can be a time of year when everything seems...
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