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
The You First Blog
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: Canada.ca
Drawing from your portfolios? Worried about the next pullback? What can you do to minimize the impact of a correction? Markets have been on an upward trajectory since late-March and most portfolios currently sit flat or slightly positive for the year. This is quite the turnaround from just a few short months ago. However, headwinds… Read More
There continue to be many important updates regarding financial aid and CRA tax deferrals. Below is a quick summary of the recent news: Tax payment deadline: Two weeks ago, the 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,… Read More
Last week, we presented our Q2 2020 – Frequently Asked Questions (FAQ) blog post. Today, we would like to present the first half 2020 market update with some charts of interest. 1. 2020 Equity returns year-to-date The first half the year saw a continuation of market increases until late-February, when COVID-related fears took hold of… Read More
We hope everyone remains healthy and well. We would like to answer some frequently asked questions (FAQ) on the current state of markets and the global economy. We culled responses from various economic strategists and portfolio managers. As usual, we are dealing with a mix of positive and negative data and ultimately, “the virus has… Read More