2024 TFSA quick tips

With a Tax-Free Savings Account (TFSA), you can contribute up to your contribution limit each year, earn tax-free interest, dividends and capital gains, and even make withdrawals – at any time, for any reason – without paying tax.

Click for more details to make the best use of your TFSA.

2024 RRSP quick tips 

Click for more details on five tips to make the most of your RRSP. Have questions? Please reach out. 

When should you review your Will or estate plan?

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. A life event refers to any significant change in your life such as marriage, divorce, birth of a child, death of a spouse or changes to your financial position, to name a few. This article provides some examples of circumstances which may warrant a change or update to your Will and estate plan. 

Click here for more details.  

couple-meeting-with-advisor-at-home-in-page

Your goals and your wealth: It’s about more than money

March 17, 2021 |Tony Maiorino

Comprehensive wealth planning opens the door to many different opportunities to help you reach your goals. Find out the difference a team-focused approach can make.

Read more
overlapping-silouettes-of-women-with-downward-trend-chart-in-page

How COVID-19 has impacted the outlook for Canadian women in work

March 08, 2021 |Dawn Desjardins and Carrie Freestone

We all have responsibility for getting more Canadians back to work and managing the forces of automation and digitalization. The greater the number of people who participate in Canada’s recovery, the stronger our economy will be.

Read more

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields