Stay informed. Our latest news and announcements.

Warren Buffett Wisdom

Posted on:

Investment icon Warren Buffet says there's wisdom in being "fearful when others are greedy and greedy when others are fearful." He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the 2011 Black Monday crash and the 2020 global pandemic. Relying on wisdom and courage - instead of fear -…

Read More

A Short Conversation About Banks

Posted on:

The recent tremors in the US banking system (collapse of Silicon Valley Bank - SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems. A Google search for "How many banks are there in the US?" reveals that there are over 4,000 FDIC insured…

Read More

Financial Independence Tips for Seniors

Posted on:

As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries. Below, we will discuss some of the ways that seniors can maintain their financial independence for years into the future. Create a Budget One of the…

Read More

New Tax Planning Opportunities

Posted on:

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 can make tax-deductible contributions up to the yearly maximum of $8,000 or the lifetime…

Read More

Budgeting Your Way to Financial Independence

Posted on:

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-test strategies below: Understand Your Income and Expenses The first step to budgeting your way to financial independence…

Read More