2014 Tax Filing Deadline
We would like to remind our clients that for the majority of Canadians, your personal income tax returns normally need to be filed by April 30. If you haven’t already brought us the information we need to prepare your return, we would ask you to do so shortly. CRA has extended the filing and payment […]
The Enlightened Investor-Understanding Returns
Returns One thing frustrated investors often lament are their returns. So here’s a question. Do you know what your returns really are? We think you should. We strongly believe that it is the responsibility of financial advisors to provide you with details about your returns Ideally, you should be given one return as if all your accounts […]
The Value of Advice
Often, many clients make decisions regarding their finances on their own – without first consulting with us. The reasons for this include not wanting to disturb us with what they believe is a minor decision, not wanting to accrue a charge for the advice we give, or just preferring to make these decisions on their […]