Serving Southwestern Ontario

Recent Articles

Year End Tax Planning Ideas

Posted on: November 13, 2023

With the year's end fast approaching, here are some ideas to minimize your 2023 tax bill. The first idea is to look at harvesting any tax losses in an investment portfolio to help offset any capital gains you may have triggered. Even if there are no capital gains, non-registered tax losses can be... Read More

Five Pillars of Financial Literacy

Posted on: November 13, 2023

financial strategies, financial strategy

November is financial literacy month - a great time to reflect on your relationship with money and the decisions you make that guide you toward a secure future. Financial literacy is a set of five key skills that help Canadians navigate the complex world of personal finance with clarity,... Read More

What if I Can't Look After My Affairs?

Posted on: November 13, 2023

eldercare, estate planning

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had a joint mortgage on his home with his wife, Lois. His car was registered in his name only. Clarke was generous with gifts on special occasions... Read More

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Serving Southwestern Ontario

Recent Articles

Year End Tax Planning Ideas

Five Pillars of Financial Literacy

What if I Can't Look After My Affairs?

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