Key Tax Changes You Need to Know

 

 A new tax year always brings shifts that can meaningfully impact how you save, invest, and plan.

In this video, I walk through the key updates for 2026 and the updated income tax brackets.
Understanding these adjustments early in the year helps you make more intentional decisions and avoid missed opportunities.


If you’d like support reviewing your own strategy in light of these updates, I’m here to help.

 

Three common mistakes to avoid in your retirement plan

Watch for three quick tips to keep in mind for your retirement plan. For any questions, please reach out. 

 

Tax-efficient asset location 

Watch for a strategy to keep in mind for your investment portfolio. 

See below article that shares how an asset location strategy helps to enhance your after-tax return on your 
investments.

Asset Location Strategy ( click for more details)

Common TFSA mistakes to avoid

TFSAs are a smart way to achieve your financial objectives with tax-free growth and withdrawals.
And did you know that the amount you withdraw is restored the following year?
If you're considering opening a TFSA or already have one, watch for four common mistakes to avoid.

 

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