Knowledge sharing to help you live the life you want.
Be Intentional. Experience More.
Last Month in the Markets – August 1st – 31st, 2023 What happened in August? On a monthly basis North American equity indexes did not perform well, losing about 2%, and
The cost of university has risen sharply, and so has the importance of graduating with a desired and marketable set of skills and knowledge. Without a post-secondary education, employment and life
Last Month in the Markets – July 3rd – 31st, 2023 What happened in July? North American equity indexes added another 2 to 4 percent to their year-to-date advances on positive
The Great Depression, which lasted almost four years, from August 1929 to March 1933, marked the threshold of what today is called “value investing.” That may seem strange because investors
Last Month in the Markets – June 1st – 30th, 2023 What happened? Equities rose at a substantially higher rate in June than the previous five months of the year. For example,
Last Month in the Markets – May 1st – 31st, 2023 What happened in May? Last month saw divergence among major North American equity indexes with two increasing and two decreasing
Investments can deliver a major source of income and tax implications for individuals. Each major type of investment income is subject to different tax treatment. Understanding how your investments are taxed
The federal government has introduced a new tax credit that will make it easier for Canadians to care for relatives in their home. The Multi-Generational Home Renovation Tax Credit came into effect January
Last Month in the Markets – April 3rd – 28th, 2023 What happened in April? Last month demonstrated the resiliency of equity markets. After a quick rise to begin the month, North
Executive Summary Canadians will soon get a boost when it comes to saving for their first home. Starting in April of 2023, the Tax-Free First Home Savings Account (FHSA) will