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Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”. The idea behind this annual review is multifold but in November and December, the focus becomes which investments...
With September around the corner, Back-to-School is on the mind of Students and Parents alike. While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the...
Alan Rowell and Jason Ayres join Annette Hamm on CHCH Morning Live to discuss the future of financial services.
Capital Gains changes for 2024 means capital gains receive preferential treatment under the Canadian Tax System
What's the difference between an RRSP and a TFSA? There are many, and the benefits of each should be considered before deciding to invest inside either.
