Join Us for the Grand Opening of Our New Office!

You’re invited to celebrate the grand opening of our new office! Thursday, October 24th from 4pm – 6pm  685 Riddell Rd, Unit 102 in Orangeville After years of helping clients achieve their financial goals, we’re excited to announce our relocation to...

We’re Moving to a New Location!!

Exciting news – our office is moving to a new space! As of May 13, 2024 you’ll find us at 685 Riddell Rd, Unit 102 in Orangeville. We look forward to welcoming you to our new office.

RRSP Deadline is February 29, 2024

The RRSP contribution deadline for the 2023 tax year is fast approaching. Thursday, February 29th is the last day to contribute to a RRSP and receive an income deduction for the 2023 tax year. A RRSP contribution will reduce your tax payable and may also lead to a...

TFSA Contribution Limit for 2024 is $7,000

New year, new TFSA contribution limit! The annual contribution limit for 2024 has increased to $7,000. The lifetime limit for someone who has never contributed (and turned 18 in 2009 or earlier) is now $95,000. Check out all of the benefits that a TFSA has to offer!...

RRSP Deadline is March 1, 2023

Wednesday, March 1st, 2023 is the last day to contribute to a RRSP and receive an income deduction for the 2022 tax year. A RRSP contribution will reduce your tax payable and may also lead to a refund. In addition, you’ll benefit from tax-deferred growth on your...