The Importance of a Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.

Federal Budget 2016

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

RRSP or TFSA

RRSP or TFSA? We outline the differences between the two.

Ontario Budget 2016

Finance Minister Charles Sousa recently announced the budget for Ontario for 2016. We’ve put together an infographic to outline the highlights of the Ontario Budget.

Tax Deductions to Notice

Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.