Resources
2025 Canada Money Facts
2025 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!
2025 Ontario Budget
Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.
Participating whole life: What it can and can’t accomplish
As companies pledge to eliminate emissions, clients may be asking for portfolios that do the same
Is your ‘About us’ webpage pushing clients away?
In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. When researching online, your “About us” webpage is often one of the first places people...
Estate planning with TFSAs
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
What is a net-zero portfolio?
As companies pledge to eliminate emissions, clients may be asking for portfolios that do the same