Tax Planning
There are items in the recent Federal Budget that may be important to you, your family and your business. Here’s a 2024 Canadian Federal Budget handy tip sheet to help you manage your finances from Empire Life. Read here or download a copy using the link 2024 Canadian Federal Budget.
Most people generally understand what a doctor, lawyer or engineer is and when they might likely need one. When a consumer needs financial advice, should they go to a “financial adviser” or “financial planner”? My industry is still working on that issue after 20 years. I started in financial services in the year 2000 with […]
Warren Buffett is touted as one of the world’s greatest investors. Obviously he has a much larger portfolio value than any of us, but how is his portfolio structured as compared to a Canadian Retail Investor? Is his risk tolerance likely higher than a Canadian retail investor? The Canadian Retail Investor The typical retail investor, […]
Ontario releases New Modelling data on COVID-19, says “cases appear to have peaked” Ontario health officials say the wave of new community spread cases of COVID-19 in the province appears to have peaked, but the spread in long-term care homes and other congregate settings seems to be growing. Read more… Auto Insurance Rebates Due to […]
Realized Versus Unrealized Capital Gains in Non-Registered Accounts Around tax time, I am often asked why there is a capital gain (or loss) on an account when the investor did not make a withdrawal during the calendar year. This article will hopefully better educate you on why this can occur. Specifically this covers “non-registered” accounts […]