In the ever-changing landscape of financial markets, periods of volatility can cause a sense of uncertainty and unease among investors. It's only human to consider adjusting your investment strategy when the market takes a rollercoaster ride, but before making hasty decisions, it's crucial to keep a few key principles in mind. Here...
As parents age, the responsibility of managing their finances may fall upon their children. Proactively preparing for this scenario can make the transition smoother and alleviate stress for both you and your elderly parents. In this blog post, we'll explore some practical steps you can take to assist your loved ones in managing their...
Running effective family business meetings is a cornerstone of maintaining a thriving multi-generational business. The intersection personal and professional relationships in a family can be challenging, mastering the art of conducting family meetings is an important skill. Here's a guide on how to make your family business meetings both...
Divorce can be a complex and emotionally challenging process, and navigating its intersection with taxes adds another layer of complexity. Here, we address some frequently asked questions to help you better understand the tax implications of divorce in Canada in a straightforward manner.
Retirement planning is a journey that evolves as you navigate the different stages of your career. While each phase brings unique priorities and opportunities, the overarching goal remains the same: to build a secure and fulfilling future. We believe in empowering you with the knowledge and tools needed to make informed decisions tailored to...
In an increasingly connected world, the convenience of online communication comes with risks—phishing scams being one of the most prevalent. These scams use deceptive tactics to trick individuals into sharing sensitive information, such as passwords, banking details, or Social Insurance Numbers. We believe that staying informed is the first...
Planning your legacy and estate can be a complex and emotionally challenging task. It involves considering various factors, including your digital legacy, and ensuring that the key people in your life can access critical information after you pass.
One of the most crucial aspects of estate planning is document...
Investing in the financial markets is often accompanied by a desire to time the market perfectly—to buy low and sell high. However, attempting to predict market movements consistently is a challenging feat, even for experienced investors. In this blog post, we will explore why timing the market is a futile pursuit and how staying invested can...
What is tax Loss Harvesting?
Tax loss harvesting is a Canadian tax strategy that allows investors to sell investments to trigger capital losses and apply those losses against capital gains from current or the previous three years. This allows investors to recover taxes paid previously on capital gains.
How...
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