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: