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New Tax Planning Opportunities

Canadians have various existing tax reduction opportunities to consider for their own personal situations and one NEW strategy arrives this spring: First Home Savings Account (FHSA).   The FHSA has a few unique features versus the already existing Home Buyers Plan. To start, any Canadian over the age of 18

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Budgeting Your Way to Financial Independence

Financial independence is an important goal that many Canadians aspire to – but achieving it can feel like an overwhelming task. However, with the right mindset and a few key strategies, it is possible to budget your way to financial independence.   We have listed several time-tested strategies below:  

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Are You Ready to Retire?

According to a 2022 survey,1 only 35% of Canadians aged 50 and older feel they’re financially ready to retire. Sixty-two percent report being unprepared or unsure if they have the resources. In a similar survey, Bromwich+Smith and Advisorsavvy2 report that 71% worry they will never be able to save enough

Read More...

New Tax Planning Opportunities

Canadians have various existing tax reduction opportunities to consider for their own personal situations and one NEW strategy arrives this spring: First Home Savings Account (FHSA).   The FHSA has a few unique features versus the already existing Home Buyers Plan. To start, any Canadian over the age of 18

Read More...

Budgeting Your Way to Financial Independence

Financial independence is an important goal that many Canadians aspire to – but achieving it can feel like an overwhelming task. However, with the right mindset and a few key strategies, it is possible to budget your way to financial independence.   We have listed several time-tested strategies below:  

Read More...

Are You Ready to Retire?

According to a 2022 survey,1 only 35% of Canadians aged 50 and older feel they’re financially ready to retire. Sixty-two percent report being unprepared or unsure if they have the resources. In a similar survey, Bromwich+Smith and Advisorsavvy2 report that 71% worry they will never be able to save enough

Read More...