Knowledge sharing to help you live the life you want.
Be Intentional. Experience More.
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
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
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
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
Happy new year and welcome to 2021! Of course, each new year brings its own challenges. Remember, we are here to help you navigate the investing challenges in the year
Becoming financially independent is the goal for many professionals, business owners and soon-to-be-retirees. It may be one of your goals as well. Achieving that reality of financial independence is difficult
Everyone, from retirees to up-and-coming professionals, could benefit from working with a financial planner. While there are costs of hiring such a professional, paying for financial advice can turn into
In the world of finance, private banking and wealth management services overlap. However, there are instinct differences between the two that will impact your financial performance and future. Understanding each
As we move into the autumn, there seems little doubt that 2020 will be a year we will remember for a long time. Against all the challenges and difficulties, we
As an investor, it can be hard to block out all of the information available regards to investing. There are many myths and misconceptions floating around that can negatively impact
