by Jennifer | Apr 3, 2019 | In-The-News, World-Economics
Two weeks ago we saw the announcement of the 2019 Canada Federal Budget focusing on “Investing in the Middle Class”. When reviewing these budget items, remember that many of the amounts are long-term commitments, and since we’re in an election year there’s no...
by Jennifer | Mar 20, 2019 | Investing, Tax-Planning, Tips & Tricks
When is a good time to tax plan? Certainly not April 15th as your accountant is completing your return for you and countless others. Is your accountant the only person you should be consulting regarding your tax planning? Definitely not. Your financial planner is...
by Jennifer | Jan 4, 2019 | Insurance
We all think we’re invincible… that nothing would happen to us, right? As an insurance advisor, I’ve seen my share of clients who dismiss protection only to need it and come back hoping they can still get coverage (hint: they usually can’t, at least not right away)....
by Jennifer | Jun 1, 2017 | In-The-News, Investing, World-Economics
There’s a lot to catch up on for 2017 so far. We see a new leader to the south of us, who is already making waves globally and will no doubt create long-term effects for Canada’s economy. What those effects will be exactly, is still to be determined....
by Jennifer | Mar 28, 2016 | In-The-News, World-Economics
The new Liberal federal government released on March 22, 2016 its budget, in line with campaign promises to spend on infrastructure in order to spur on the economy and create jobs for Canadians. A deficit budget was expected, and delivered, but you may be wondering...
by Jennifer | Jul 1, 2015 | Estate-Planning, In-The-News, World-Economics
Did You Know? Today is a day to celebrate being Canadian! This year has brought about a few legal and financial changes for Canadians… some of which will affect all Canadians.Here are some highlights that you should be aware of: Effective January 1, 2015,...
by Jennifer | Nov 15, 2014 | Business-Planning, Tips & Tricks
Planning for Success… We’re well into the last quarter of 2014 and if you own a business there’s no better time than the present to be looking at 2015. What are your short- and long-term goals for the new year? What’s working, and...
