Archive for Author: admin

Greener Home/Energy Audits

As the 28th annual United Nations Climate Change Conference (COP28) came to a close in December 2023, I began to think of ways – that we as individuals – could make a difference. One question many clients have asked...

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Getting to Net Zero – What Investors Should Know

Environmental responsibility is becoming increasingly important to the majority of Canadians. Many of us are realizing the importance of implementing net-zero policies.  These policies aim to balance the amount of greenhouse gases being produced and the amount being removed...

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A Few Changes for 2020….

On January 1, 2020 changes to Ontario Health Insurance Plan (OHIP) came into effect. This means that OHIP will no longer cover out-of-country inpatient services up to $400 per day for hospital service such as intensive care, as well...

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Newsletter January 2020

Dear Clients, Happy New Year! I hope that your holiday season was full of happiness and relaxation. Once again, it is RRSP season — a reminder that we should be doing all we can to invest in...

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Fall 2019 Newsletter

September 2019 Putting things in perspectives…. the market volatility, recession? Undoubtedly, the trade war with China, and fear of slower global growth (GDP) triggered the sell off in August. All of the major North American indexes were down...

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What you should be thinking about in January

The New Year is a great time for implementing resolutions that relate to your physical, mental and financial health. Below are some things you should be thinking about in January: Contributing to your TFSA The aggregate total for an...

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Winter Newsletter

Dear Clients, Our team has expanded! Aaron Khan has joined as our newest Financial Advisor. He holds a B.Commerce from the University of Ontario Institute of Technology and is currently pursuing is Chartered Financial Analyst Designation. It...

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The Holiday Budget

Many of us have started our holiday shopping.  According to a survey done on behalf of The Retail Council of Canada, Canadians plan to spend about $675 during this season.  In fact, the average holiday spending estimate in Ontario...

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Autumn Newsletter

Dear Clients, Autumn is a season of change. For some families, children may be off to college or university. For individuals, it may mean a new job or business venture. Each change can have implications to consider in...

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