Fourth quarter 2024
In this issue:
- Your 2024 year-end checklist
- Top 10 questions we are asked: The Principal Residence Exemption
- What Bank of Canada rate decreases may mean for your portfolio
- Your financial and physical fitness
Third quarter 2024
In this issue:
- How income splitting can lower your household taxes
- Why now is a good time to invest
- What happens to your RESP if your child doesn’t go to school?
Second quarter 2024
In this issue:
- 8 essential estate planning tips
- 5 smart strategies for your tax refund
- FHSA considerations for 2024
- What happens to your CPP benefits at death?
- Coming May 27: Your trades will settle in just one day
First quarter 2024
In this issue:
November/December 2023
In this issue:
- Your 2023 year-end checklist
- Should you open an FHSA before December 31?
- Your priorities are our priorities
- Trust reporting rule changes
September/October 2023
In this issue:
- Tax implications for Canadians owning property in the U.S
- Considering helping your adult children purchase a home?
- Time to renew your mortgage? Here are 5 things you can do.
- 6 ways to protect yourself against cyber threats
July/August 2023
In this issue:
- RESP withdrawal rules: How 2023 changes provide a planning opportunity
- What are the pros and cons of joint ownership with adult children?
- Have a cottage? Make a plan to keep it in the family and transfer the property to the next generation
- Your GIC maturity date is approaching. What next?
May/June 2023
In this issue:
- Asked to be an executor? Here’s what one executor wishes he’d known ahead of time
- Living together: Cohabitation agreement checklist
- What exactly is responsible investing?
- What you own matters, and so does where you own it
March/April 2023
In this issue:
- Is it time to incorporate your business?
- 2023 tax season: What you need to know
- Expect a mild recession in the first half of 2023
- Women are amazing investors
- First Home Savings Account: An update
January/February 2023
In this issue:
November/December 2022
In this issue:
- Whose advice matters most? Time to tune out the noise
- 2022 year-end checklist: Looking back and looking forward
- Tax-loss selling
- When should you begin CPP and OAS?
September/October 2022
In this issue:
- Advice to my younger self: What every investor needs to know
- Strategies to pay down debt in today's rising-interest rate environment
- The basics of inflation
- Charitable giving using life insurance
July/August 2022
In this issue:
- Three milestones on the road to financial stability
- The First Home Savings Account (FHSA)
- School’s out: What happens to your RESP if your child doesn’t go to school?
- Instant replay: Unretirement and the new retirement
May/June 2022
In this issue:
- What Bank of Canada rate hikes may mean for your portfolio
- Beneficiary designations: A compelling case for keeping them updated
- 3 tips to avoid blowing your travel budget
- Father’s Day gifts… for your children
March/April 2022
In this issue:
- How might COVID-19 benefits impact tax filing?
- Spousal RRSPs: Tax-smart retirement planning
- How will inflation affect your financial strategy?
- Filing Your Taxes: DIY or Hire a Professional?
January/February 2022
In this issue:
November/December 2021
In this issue:
- Balancing fun and finances
- Three lifetime goals every financial strategy should address
- Tips to protect your information this holiday season
- 2021 Year-End Checklist: Looking back and looking forward
September/October 2021
In this issue:
- Defining your legacy: How do you want to be remembered?
- Received an inheritance? Here’s what to do next
- Planning your legacy
- Leaving a legacy: A family matter
July/August 2021
In this issue:
- Life insurance: Myths and realities
- How much insurance do you need?
- What type of insurance should you consider?
- Protecting your most valuable asset: Because life can change at any moment
May/June 2021
In this issue:
- Are your health and wealth plans in sync?
- Live your healthiest life in retirement
- Four ways to stay connected with your branch team
- Make Mother's Day extra special
March/April 2021
In this issue:
- New tax rules for the 2020 filing year
- 5 Tips to help you weather tax season
- U.S. issues for Canadians for the 2020 tax season
- Tax form checklist: Do you have everything you need to file?
- Where does the market go from here?
January/February 2021
In this issue:
- Putting Your Portfolio’s Performance in Perspective
- Registered Retirement Savings Plans: Beyond the Basics
- The 2020 RRSP Contribution Deadline is March 1, 2021