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...
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...
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...
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...
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...
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...
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...
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...
Canadians often follow a similar school of thought when it comes to financial planning – spend as little as possible and save the rest. Along with this mindset comes the associated guilt when we decide to spend on ourselves....
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...









