2017 Federal Budget - How Does it Affect You?

On March 22, 2017, Bill Morneau delivered the second budget of the federal Liberal government. There were no significant tax changes, likely, in part, due to the uncertainty surrounding the Trump administration’s plan for taxation and trade in the U....

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What You Need to Know about Fees - Part 1

In this series, I want to provide investors some education about fees in the investment industry, so you can be better equipped to know what fee-structures are right for you.  Ultimately, we want investors to have comfort knowing they are getting goo...

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Pay Less Tax - Income Splitting Tools for Families, Retirees and Business Owners

As a way to reduce a families overall income-tax bill, taxable income can transferred from a higher-income family member, to a lower-income family member.  Although the federal government has eliminated the Family Tax Cut, there are still some opport...

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Financial Market Performance & Comments - Month/Quarter Ended September 30th, 2016

US and Canadian equities went their separate ways this week, thanks to OPEC’s production freeze which has sent oil, WTI up +8%. US equities have been held back by investor concerns on Deutsche Bank’s (DB) capital position. The fact that Chancellor Me...

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