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2024 Financial Calendar

2024 Financial Calendar

2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy...

2023 Personal Year-End Tax Tips

2023 Personal Year-End Tax Tips

The end of 2023 is quickly approaching – which means it's time to get your paperwork in order so you're ready when it comes time to file your taxes!In this article, we've covered five different major types of 2023 personal tax tips:Investment...

2023 Year-End Tax Tips and Strategies for Business Owners

2023 Year-End Tax Tips and Strategies for Business Owners

2023 Year-End Tax Tips and Strategies for Business Owners Now that we're approaching the end of the year, it's time to review your business finances. We've highlighted the most critical tax-planning tips you need to know as a business owner....

Understanding Target Loss Ratio and Your Group Benefits Plan

Understanding Target Loss Ratio and Your Group Benefits Plan

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions...

Protecting Key Talent using Group Benefits

Protecting Key Talent using Group Benefits

Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of...

Understanding Registered Education Savings Plans (RESPs) in Canada

Understanding Registered Education Savings Plans (RESPs) in Canada

What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child's post-secondary education. Notably, anyone can open an...

Understanding Tax-Free Savings Accounts (TFSAs)

Understanding Tax-Free Savings Accounts (TFSAs)

A Tax-Free Savings Account (TFSA) is an investment vehicle available to Canadian residents. It offers numerous benefits, including tax-free growth of your investments and tax-free withdrawals. Before you decide to open a TFSA, it's essential to...

Retirement Planning

Retirement Planning

Most of us understand the benefits of sensible retirement planning. Still, it doesn't feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of...

First Home Savings Account (FHSA): What You Need to Know

First Home Savings Account (FHSA): What You Need to Know

The First Home Savings Account (FHSA) is a savings plan designed for first-time home buyers in Canada, which allows them to save up to $40,000 tax-free. Contributions to an FHSA are tax-deductible, similar to Registered Retirement Savings Plans...