Recent Blog Posts

Below is a collection of recent blog posts covering topics from personal finance to latest economic and market developments.  Choose a category on the right hand side if there's a particular subject that interests you.  If there is anything you'd like us to answer (and possibly feature on our blog) submit a question on our You Ask, We Answer form found at the bottom.

31 January, 2025 Financial Planning Special Reports and Newsletters

Trump, tariffs and the 51st state – Impacts and risks for Canadians

On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a cornerstone of U.S. trade policy underlines the significance of global economic inte...

24 January, 2025 Financial Planning Portfolio Management Retirement Tax Planning

Money Facts 2025

Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2025 and keep your financial plans on track....

20 January, 2025 Financial Planning

Navigating the Global Economic Landscape in 2025

In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the eurozone. Despite these obstacles, we expect global gross domestic product ('GDP') t...

09 January, 2025 Financial Planning Tax Planning

2025 Money Dates

Here is a summary of all the important dates in 2025 to diarize in your annual financial planning calendar. This guide will help you keep on top of important financial dates and deadlines for income tax returns, GST credits, registered plans, CPP/OAS...

08 February, 2022 Financial Planning

TFSA & RRSP 2022

Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account your priorities....

26 January, 2022 Financial Planning

Money Facts 2022

Important Facts You'll Want to Know...

12 January, 2022 Financial Planning

Money Dates 2022

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

10 February, 2021 Financial Planning

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....

02 February, 2021 Financial Planning

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more....

16 January, 2021 Financial Planning

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing big-ticket purchases....

Next

You ask, we answer

Do you have a money / financial planning question you'd like to ask our team? We receive many questions through this part of our website from both existing clients and new visitors each week - often times they inspire the articles we write here in the blog.

Feel free to ask your question in the field below and we'll do our best to respond in the next 3-5 business days!

*Required fields