Filing Your Return: Things to know for your 2017 & 2018 taxes

As we approach the tax filing time of year, here are some things that should be on your radar when preparing your return, or gathering your necessary details for your tax professional. As always, check with your tax professional or Canada Revenue Agency for full details. Ready… Set… GO! What’s out in 2017 The phase […]

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2018: Be prepared for what’s to come

Today is referred to as “Blue Monday” mostly because it’s a time when people are starting to get their credit card bills in to see the holiday spending, and getting sick of the cold weather wanting to travel somewhere warm. In the world of finance, reports on consumer spending and earnings for the last part […]

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The cannabis craze — “it’s so dope”

This week saw yet another state – California – implement the legalized recreational marijuana retail sales. Canadian provinces are working toward the retail distribution and sales to begin this summer, nation-wide. With this newly created industry booming, many investors are wanting to jump on the cannabis bandwagon, purchasing stock in producers such as Canopy Growth […]

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2017: Top 5 Newsmakers

It’s that time again to take a look back at the top stories that shaped the Canadian economy and financial balance sheets of the average Canadian this past year. Housing This year saw an increase in interest rates, as well as legislation to prevent foreign ownership in markets like Vancouver… all contributing to slowing down […]

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The State of September

As we finish off the third quarter of 2017, September has brought us extreme weather, national tax issues for small business owners, and now an interest rate increase – the second for the year – courtesy of the Bank of Canada. All separate in their own right, they all have an effect on the economy, […]

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… but aren’t I Wonder Woman? (are you properly insured?)

Those familiar with me in business know that I’m not about the cheesy sales pitches. I’m more about awareness and education, so I want to highlight a few real life cases I’ve encountered in my business in the past year. Published in a report by Canadian Life and Health Insurance Association, there were 22 million people […]

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Ch-ch-ch-changes! (Finance Industry Regulations)

Financial services are (some would say) a loosely regulated, complex, multi-faceted global industry. It covers off everything from lending, to stocks, to insurance and increasingly complicated investment products. The negative light that has shone so brightly on the industry (rightly so) since 2008/9 has made way for regulatory changes even in Canada… a nation whose […]

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Why should YOU have a financial plan?

Taxes are done for another year…. Phew! Now what? Sit back and reflect on your 2015 tax preparation and outcome. Do you: Get a sizeable return, or have to pay? Have difficulty finding all your receipts, and are worried you’ve missed out? Have questions about your tax return, including tax and retirement planning? If you […]

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Tax Time

As the tax filing deadline looms, you’re likely falling into one of three categories: the early filer — sitting pretty without stress the quarterback — you’ve already passed your ball (tax docs) to your accountant the countdown-er — you’re hoping you’ll have your shoebox of receipts put together by April 29th, with a 5pm drop-off […]

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