Written July 11th, 2011 in New Items
The world’s first exchange-traded fund (ETF) was created in Canada in 1990, when the Toronto Stock Exchange produced the Toronto Index Participation Fund. Today, the TSX lists more than 160 ETFs, and they continue to gain in popularity among some…
Written July 11th, 2011 in New Items
Diverting income to a lower-income spouse can effectively reduce a couple’s combined tax bill. However, it’s important to be aware of the “attribution rules” contained in the Income Tax Act. These rules deny certain types of income splitting techniques. For…
Written July 11th, 2011 in New Items
As a consumer, you may not wish to purchase a pair of shoes made by child labour or a weed killer that may contain potential toxins. That same sentiment can apply to your investments.
Socially responsible investing (SRI) is a…
Written July 11th, 2011 in New Items
Do you have a child who has a summer job this year or who will be working part-time during the school year?
Even if your child doesn’t earn enough income to pay income tax, there are still benefits to filing…
Written July 11th, 2011 in Newsletter
Insignt Summer 2011
During summer, you might find you have a little extra spare time which is ideal to get financial affairs in order.
Some points to think about include making the most of your retirement savings, paying down debt, protecting your family with enough insurance coverage,…
Written April 11th, 2011 in Newsletter
Insight Spring 2011
As we spring into the season of growth and renewal, consider taking some time to meet with us to review and update your financial plan.
Our goal is for you to have peace of mind knowing that your financial plan reflects your current financial situation,…
Written April 11th, 2011 in New Items
Our interest rates in Canada are higher than those in the U.S., our country is fiscally strong, and our commodities are in demand globally. The result is a strengthening Canadian dollar relative to its U.S. counterpart, which is welcome news…