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New Tax Planning Opportunities

Canadians have various existing tax reduction opportunities to consider for their own personal situations and one NEW strategy arrives this spring: First Home Savings Account (FHSA).   The FHSA has a few unique features versus the already existing Home Buyers Plan. To start, any Canadian over the age of 18 (who qualifies as a first-time […]

Budgeting Your Way to Financial Independence

Financial independence is an important goal that many Canadians aspire to – but achieving it can feel like an overwhelming task. However, with the right mindset and a few key strategies, it is possible to budget your way to financial independence.   We have listed several time-tested strategies below:     Obtaining financial independence requires […]

Are You Ready to Retire?

According to a 2022 survey,1 only 35% of Canadians aged 50 and older feel they’re financially ready to retire. Sixty-two percent report being unprepared or unsure if they have the resources. In a similar survey, Bromwich+Smith and Advisorsavvy2 report that 71% worry they will never be able to save enough to retire comfortably. Sixty-two percent […]