Recent Articles

The Tax-Free Savings Account (TFSA) contribution limit increased to $7,000 (from $6,500) for 2024. This new limit means that a taxpayer …

Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals to …

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially true …

Most people want to be wealthy, or at least financially independent. The sad truth is that very few people are financially …

The last year or so has been a very rude awakening for many. Too many people today are so busy living …

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness and/or …

November is financial literacy month – a great time to reflect on your relationship with money and the decisions you make …

Year End Tax Planning Ideas

With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill.   The first idea is …

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank …