Can You Survive on 2.9% of your Retirement Fund? Executive Summary: Many of my clients are nearing or are currently in some form of retirement. If you are at this stage of life, sustaining your targeted income stream is extremely important. The challenge is how you will do this in an unprecedented era of low […]
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Now You Can Increase Your TFSA! You no longer need to stuff that extra cash in your mattress! Effective immediately, the Canada Revenue Agency (CRA) has allowed Financial Institutions and Individuals to act upon the new proposed change to increase the TFSA contribution limit to $10,000. TFSA contribution limit increase from $5,500 to $10,000 Registered […]
2015 Federal Budget Overview The federal government today tabled its Economic Action Plan 2015 – a balanced budget for the first time since fiscal 2008. The government promised to balance the budget, and Budget 2015 announces that the deficit has been reduced from $55.6 billion at the height of the global and economic financial crisis […]
TAX TIME! Are You Ready? It is getting close to that time of year again, tax time; and most individuals are required to file their income tax returns on or before April 30. We’re pleased to provide you with a tax planning guide to assist you with your 2014 income tax preparation. As you prepare […]
2014 in Review Canadian equities did well in 2014 with the S&P/TSX Composite earning 11%. The strongest performing sector was Consumer Staples (+49%) while the worst was Energy (-5%). US equities once again had a stellar year with a third straight year of double-digit gains. The S&P 500 posted a 14% return while the Dow […]