Wealth Management

The number of statements and tax-related documents received this time of year can be overwhelming.

Federal Government’s annual indexation adjustment for personal income tax and benefit amounts: 4.7%. Ontario’s lowest

Join Chad as he discusses the value and purpose of organizing your money into 3

When was the last time you reviewed your beneficiary designations? Are they still aligned with

By David Booth, Chairman and Founder  Can artificial intelligence help pick stocks? More specifically, can

View our PDF report including the high level insights from this year’s Federal Budget below.View

What happens when someone passes away? What is the difference between income tax and probate

Federal Government’s annual indexation adjustment for personal income tax and benefit amounts: 6.3%. Ontario’s lowest

Join Chad as he talks about the benefits of taking an integrated approach to advice,

By Chad Butnari March 2022 Insurance can be an overly complex subject. Anyone who has

There are several mistakes I see with retirees in regards to their tax and cash flow planning. In this video, I talk about 4 of the most common ones and explain what you can pay attention to in order to avoid making those mistakes yourself

Growing up I remember my mom making pies and working at the church bazaar. It was one of the biggest fundraisers of the year. If someone passed away or was sick, my mom would make sure she took them food, so they didn’t have to worry about making dinners.

Introduction by Chad Butnari When we decided to start this newsletter, we had a variety

There are some significant changes that have recently occurred to estate law in Ontario. Some of the changes are a welcome evolution to the digital world in which we now live while others are meant to “tighten up” older legislation deemed no longer be ideal. Here are the most important points to update you on.

Reviewing your estate plan and updating your Will is important but it’s not done as often as it should be

Years ago, there was a radio program hosted by Paul Harvey, which consisted of stories

2008 was a very challenging year for many of us. The fluctuation in portfolio values