Investments

How to Avoid TFSA Over-contribution

Posted 05 Jun 2018 by Natalie LeBlanc

In 2009 the Canadian government introduced the Tax-Free Savings Account (TFSA) to help Canadians grow their savings without...

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Estate Planning

How Beneficiary Designations Work

Posted 08 May 2018 by Rick Irwin, CFP, CLU

Opening an investment account involves a fair bit of paperwork. Depending on the account type, part of this...

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Investments

May 2018 Market Watch

Posted 04 May 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP

The recent volatility of the world markets follows a period of steady growth that was, in fact, more...

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Debt/Finances

Nova Scotia Down Payment Assistance

Posted 30 Mar 2018 by Melissa Allan

The 2017 Nova Scotia budget implemented a new Down Payment Assistance Program to help first-time homebuyers qualify for...

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Debt/Finances

New Mortgage Qualification Rules

Posted 13 Mar 2018 by Melissa Allan

For years, we’ve heard about the Canadian housing bubble and the threat of a potential burst, particularly in...

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Taxation

2018 Income Tax Rates

Posted 09 Feb 2018 courtesy of Canada Revenue Agency

From 2017 there have been a few adjustments to the tax rates in place both federally and provincially....

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Investments

December 2017 Market Watch

Posted 05 Dec 2017 by Rick Irwin, CFP, CLU

We can look back on 2017 as being a fairly successful year, investment wise. Despite uncertainty about US...

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Taxation

Year-End Tax Planning Tips

Posted 21 Nov 2017 by Rick Irwin, CFP, CLU

As another year draws to a close, and given all the hustle and bustle of this time of...

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Debt/Finances

Teaching Your Children to be Money Smart

Posted 29 Sep 2017 by Melissa Allan

One of many things parents have to face these days is the fact we may be raising “entitled”...

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