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      OUR INSIGHTS

      Education Lifestyle

      FHSA Update & Changes to RESP Drawdowns

      FIRST HOME SAVINGS ACCOUNTS (FHSA) COMING LATER THIS FALL After much anticipation, we expect to be able to offer the First Home Savings Account (FHSA) to clients this November. The November release

      Investments

      Waiting for the Whale to Surface

      The analogy likens central bankers increasing interest rates to fishermen throwing dynamite into the ocean. When the dynamite explodes, little fish rise to the surface quickly, but the larger impacts

      Education Lifestyle

      Changes to Family Business Transfers are coming sooner than you think

      Canadian tax legislation is changing on January 1st, 2024, and there are huge implications for those who are looking to transfer their business to a family member. In 2021, Bill C-208 was enacted to

      Education Lifestyle

      How are First Home Savings Accounts taxed at death?

      A First Home Savings Account (FHSA) is a new registered plan allowing a prospective first-time home buyer, to save for their first home tax-free (up to certain limits) with contributions being

      “The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.”

      Howard Marks

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