Uncategorized
Working with a financial professional can help reduce financial stress, bring clarity to your goals, and even help you sleep better at night. A simple conversation can go a long way in building confidence and creating a clear path forward. Contact us today –...
Uncategorized
The RRSP contribution deadline for the 2024 tax year is fast approaching. The deadline for RRSP contributions that can be applied to your 2024 taxes is March 3, 2025. RRSP contributions are tax-deductible, which means they can be used to reduce your taxable income and...
Uncategorized
With the start of a new year comes a new TFSA contribution limit! The annual contribution limit for 2025 is $7,000. The lifetime limit for someone who has never contributed (and turned 18 in 2009 or earlier) is now $102,000. Contact us to get started with a new TFSA...
Uncategorized
Wishing you a very happy holiday season and a bright New Year!
Uncategorized
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...
Uncategorized
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.
