We hope you and your families enjoyed a happy, healthy, and relaxing holiday season. As we turn the page on 2022 and bring 2023 into focus, here are 15 topics to consider when planning for the coming year. Markets have been increasing since early-October 2022. On October 12, 2022, the S&P 500 bottomed out –… Read More
The You First Blog
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
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
Beginning this fall, a major Wealthview update will take place that will build upon the original foundation in very helpful, user-friendly ways. Here are some of the highlights: Better Family Linking Options– you will now be able to consolidate all family assets, by linking clients, including corporate investments, joint client profiles, even other family members… Read More
The deadline to make an RRSP contribution for the 2017 tax year is March 1, 2018. Most of you are familiar with the basic mechanics of the RRSP and its use as a long-term retirement vehicle. You are also likely aware of the RRSP Homebuyer’s Plan (HBP) which allows you to withdraw up to $25,000… Read More