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As the year wraps up, many investors start wondering whether their portfolios are still on track. This is one of the most hands-on times in my practice, and a chance to help clients feel organized before the new year begins. In my latest article, I share the key areas I review at year-end: performance, risk, tax-smart opportunities, and income planning. If you’re looking for a calm, clear approach to year-end planning, this is a good place to start.

Despite its ominous-sounding name, a death binder isn’t something to be afraid of; on the contrary, it can be a tremendous help for your loved ones in the event of your passing.

The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.

Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.

Federal budget 2024―and you thought there would be nothing?!

To help you organize your paperwork and know more timelines, we've created a table to list the different types of tax receipts and slips we prepare.

How to build a solid foundation when merging finances

2023 tax planning tips: a quick reference guide

This blog will talk about how Canada's economy is impacted by inflations and which sectors are hit the hardest.

Tax receipts and slips dates.

If you’re saving for retirement, you may be torn between an RRSP and a TFSA. Whether the best choice is to save in an RRSP or a TFSA depends on your savings needs, as well as your current and expected future financial situation and income level.