Uncategorized

CRA – Good ideas, higher costs and alerts

Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.

Random Thoughts

Most of you will have had conversations with Ryan Bacchus, certainly more intensively when you became a client or when there was an inflection point in your life where our team became involved in helping to make a decision.

Do Wars Cause Market Downturns?

It is not a surprise that global conflicts are known to create a feeling of uncertainty among investors. This uncertainty can cause investors to want some level of control by wanting to hold more cash.

October 2023 Update

Here is a recap of the most recent stock market performance…

Market Commentary – Q3 2023

Q3 is in the books and like you, I’m sure it’s one I would rather forget quickly and look to Q4 for some positive performance!

Quarterly Commentary – October 2023

I just returned from a conference where the global economy, investment markets, and the geopolitical situation were key topics.

First Home Savings Accounts – Available Now!

Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.

Are You Prepared?

During times of uncertainty or in emergency situations, especially during a serious health event or natural disasters like the recent wildfires, being prepared takes on a new level of importance.

What is the Alternative Minimum Tax?

You may have heard rumblings about changes to the “Alternative Minimum Tax,” and have perhaps asked yourself, what is this and how does it affect my own situation?

Market Commentary – Q2 2023

With some exceptions, most markets are higher today than they were at the beginning of the year. Portfolios have benefited albeit in “fits and starts”.