The You First Blog

2020 has forced us to quickly adapt to a changing business environment, and we have learned a lot about the convenience of e-solutions. As a refresher, we want to let you know what e-solutions are available to you: You can login online to Fundex Wealthview and view your account balance, individual holdings, investment performance, quarterly… Read More

As of August 17th, Joe Biden led national polls by 7% on average, and importantly, was ahead in most battleground states. Biden’s large lead strongly indicates the Democrats will maintain a majority in the House of Representatives, but his lead is large enough that it gives Democrats legitimate hope of also winning a Senate majority…. Read More

This is yet another reminder that the interest-free payment deadline for your 2019 individual income tax returns and 2020 March/June/September instalments is Wednesday, September 30, 2020. Penalties and interest will not be charged if returns are filed and payments are made by this date. This includes the late-filing penalty. Source:

National Bank prepared the series of charts below on common investing myths and the realities of the market. The charts cover topics such as: Market Timing in the Long Run Reasons to sell Average Returns Equity Performance in the long run Dollar Cost Averaging or Lump Sum? Home Country Bias Should Investors Fear Recessions MARKET… Read More

In late-July, the CRA payment deadline was re-extended by one month from September 1st to September 30th for those who either have a balance owing on their 2019 tax return, or who have to make 2020 instalments. CRA said that it will not charge penalties or interest if payments are made by the extended deadline of September… Read More