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2018 Q1 Market Commentary

In the first quarter of 2018, major indices pulled back from their all-time highs. At the end of this first quarter the S&P 500 index witnessed nine consecutive months of quarterly gains come to an end.

Cryptocurrency

Over the last few months, a number of clients have asked me what I think of the cryptocurrencies, and if they should be considering getting involved. There is no doubt that cryptocurrency, block chain, and Bitcoin have received a large amount attention in the media and around the water cooler.

Q1 2018 Capital Markets – Recap

This will be the third monthly update of 2018 that will summarize both March and all of Q1’s market activity. I don’t think it will come as any surprise that the focus of this update will be market volatility.

Why you would want to save in an Investment Account within your Corporation

It is very common for us to see excess revenues sitting as cash within the corporation for extended periods of time.

Vancouver couple wants to know where to invest for retirement when mortgage-free

Trudy and Tom are close to having the mortgage on their Vancouver house paid off and are wondering how best to use the extra money.

Federal Budget 2018

Some clarity for business owners holding passive investments in their corporations.

A Balanced Budget

The thought of completing a budget can feel like a daunting task. When you see how much you spent on lattes and avocados in a month, it can be a bit of an eye-opener.

Estate Planning Is Not Just For the Rich

What does estate planning actually mean? Estate planning is just making sure that your assets pass to the next generation in the most efficient and tax-effective manner possible.

2015 Federal Budget

Please note that Budget announcements require legislative amendment and remain proposals until passed into law, and could be subject to change.

Know Your Neighbour(hood)

Last month, Environics Analytics released a section of their website to the public that highlights the consumer research they do for businesses and not-for-profit agencies.