STAY INFORMED

As the air turns crisp and leaves begin to fall, October reminds us to slow down, reflect, and give thanks. It’s a time to appreciate what we have — and to think about how we can give back. Gratitude and generosity are deeply connected, and this month offers so many opportunities to act on both. A Season of Fundraising and Community October is also known as the season of giving — with countless charitable events and campaigns happening across Canada. I’ll personally be attend

A relaxed mid-year check-in Summer’s finally here—and with it, a welcome change of pace. Whether you’re sitting lakeside, catching ocean...

Sailing Are you ready to elevate your financial journey? In a world where economic conditions shift rapidly and financial products grow...

The 2024 tax season in Canada officially ended on April 30 (June 15 for the self-employed). While most people breathe a sigh of relief, savvy individuals and business owners use this post-filing period to reassess their financial strategy. Why? Because now you have a full picture of your income, deductions, credits, and tax liability—and with eight months left in the calendar year, you still have time to make adjustments.