We hope these educational articles will help to inform and educate you. If you have specific questions or need assistance with any tax-related documentation or inquiries, please contact our administrative associate, Maureen Peters, and we’ll be happy to help!
Knowledge Idea #2
If you or your kids have a mortgage, it is likely you or they have mortgage insurance. There are some
Knowledge Idea #1
You might be one of my clients with a second property and a mortgage. We are in the second half
Economic and Financial Outlook – NBF Economics & Strategy Group
Last Wednesday night, I attended our annual Economic Dinner in Vancouver with Chief Economist Stefane Marion. I have attached a
Financial Focus – Spring 2018
How are Canadians faring? With Canadians living longer, how are we doing when it comes to earnings power and retirement
Current Market Context
The S&P 500 fell more than 5 percent just six trading days after reaching an all-time high. February 5, 2018
Financial Focus – Winter 2018
2017: A turnaround year for Canada Considering that the Canadian economy was recently a laggard, the speed and magnitude of
Economic & Financial Outlook
NBF Economics & Strategy Group – January 15, 2018. If you wish to skip to the conclusion, scroll to page
Your 2017 Tax Return – Tax Reporting Information
Your 2017 Tax Return – Tax Reporting Information With the tax-filing deadline fast approaching you may be in a rush
Economic Notes From Our Chief Economist
Recently we had a visit from our Chief Economist and I thought I would share the slides from the presentation
Talking Points – Client Breakfast September 23, 2017
Market Cycles, Covered Writing, Insurance as an alternative asset, TFSA ….. Click here to download/print the PDF
Fall 2017 – Financial Focus
Boost investment returns – Click here to download/print the PDF
