I would like to start by wishing you and your family a very Happy New Year. It seems as I get older the years seem to fly by and 2022 was no exception. Many of us had the urge to hop on a plane...
Although it may seem early, it is never too early to start thinking about the upcoming tax season! We will be sending out a client communication in early February with detailed information on our tax preparation services, but we want to let all clients know...
You’ve worked hard and saved for your retirement, and you want to protect your income. This forgotten gem has been overlooked for many years due to the past low-interest rate environment. An income annuity is a financial product that provides you with a guaranteed...
The holiday season is upon us, bringing an end to a tumultuous year. 2022 saw inflation reach levels not seen for 40 years, followed by substantial interest rate hikes. From March to December, the Bank of Canada raised its policy rate by a whopping 4.0%,...
As we enjoy the last few days of summer our focus shift to Fall and Winter … here are a few fun things to do this Fall in Ottawa / Gatineau....
Family businesses, high net worth individuals and professionals require distinctive succession and estate planning and this is in greater demand than ever before. However, it is not getting done! Furthermore, in the past 10 years, corporate income splitting and non-active business income restrictions...
With interest rates continuing to rise, and housing markets beginning to cool, if you’re considering a home purchase anytime soon, it’s a good idea to revisit some mortgage fundamentals to ensure you’re in the driver’s seat when it’s time to put in an offer. Pre-approvals,...
Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for...
Summer is finally here and with it we have the opportunity to spend time outdoors to enjoy activities with your friends and loved ones! ...
A common misconception amongst investors is that investments in bonds cannot decline. ...