Diary of a Portfolio Manager (Todd's Holiday Reading List)

 December 12, 2020 |Todd Kennedy

Todd shares his thoughts on the market outlook for 2021 and book recommendations for over the holidays. Reminder: your DS Online account is the most secure way to access your statements and tax information. Call us to walk through the website!

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Diary of a Portfolio Manager (More spending from the Canadian government)

 December 04, 2020 |Todd Kennedy

Todd's thoughts on equities and Canadian government spending. The deadline to add an accountant to your file for the 2020 tax year is fast approaching! Please let us know if you would like us to send your tax package their way.

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RRSP Deadline is March 1, 2019

 February 27, 2019 |Corrie Cassalman

The big thing to consider is how your plan to withdraw the funds in retirement and your other sources of retirement income.

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How you can add an extra $1 million to your retirement plan?

 September 01, 2018 |Corrie Cassalman
With the recent changes to taxation of investment income inside private corporations, we’ve been fielding a lot of questions from professionals like you about best strategies going forward. The professional corporation can be a key asset in retirement...
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RRSP vs. TFSA

 January 26, 2018 |Corrie Cassalman
Which one is right for you? As we near the end of January, it's time to think about taxes and how to decrease the amount we are paying. One way to do this is to ensure you have contributed enough to your RRSP to bring your income down to a lower tax brackets...
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