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Last Month in the Markets – March 1st – 31st, 2022 What happened in March? For the fourth consecutive month North American equities dipped mid-month and then recovered before month’s end. The
Last Month in the Markets – February 1st – 28th, 2022 What happened in February? Prior to the invasion of Ukraine, North American equity markets had been doing relatively well despite
Executive Summary With a new year comes new tax numbers! Below is a quick reference of important tax numbers for three years, including 2022. CRA has utilized a 1% indexing (inflation) for
Last Month in the Markets – January 3 – 31, 2022 What happened in January? At the beginning of the month, equities fell during the first week, regained their value
Last Year in the Markets – January 4th – December 31st, 2021 What happened in 2021? The last year, just like the past 22 months since March 2020, have been filled
Tax Loss Selling is a Canada Revenue Agency sanctioned strategy to reduce capital gains taxes. Securities are sold that incur a capital loss, which is then used to offset taxable
Last Month in the Markets – November 1st – 30th,2021 What Happened in November? November did not deliver the results that equity investors had hoped. There were three main contributors
Executive Summary We all know the cost of goods and services rises over time. Single postage stamps that cost 85 cents just 3 years ago now cost a dollar. The
Last Month in the Markets – October 1st – 29th, 2021 What Happened in October? October was kind to most investors. Equity indices rose steadily, with most indices seeing gains
Retirement planning is an inevitable stage in everyone’s life. What determines whether you will be in a stable financial state during that period is how you have been able to