News

Canadians are learning more about TFSAs but many still don’t know/understand what investments are eligible for TFSAs. TFSAs can hold more than just cash. BMO Annual TFSA Report

Not all RESPs are created equal. Avoid the scholarship plans. RESPs are a great program when the right structure/provider is chosen. Toronto Star: They thought they were saving for their kids educaiton

Just in… a rate special on new cash deposits offering 2.0% until to October 31, 2018. For deposits over $100,000 the rate is 1.90%. Ask us for details! Rate is based on the posted rate (subject to change) + 0.65%. Interest rates are quoted per annum as of May 14, 2018...

Click here to view our winter 2018 newsletter which includes a 2017 market review. Some important notes: March 1st is the RRSP Deadline $5500 can be added to TFSAs for 2018 For timely news, notes and articles - Follow us on Twitter and like us on Facebook. If you have...

The RRSP contribution deadline is March 1, 2018 to have your contribution count for the 2017 tax year.

The 2018 TFSA contribution amount is $5500. Remember unused TFSA contribution room carries forward and Canadians who haven’t started a TFSA may have up to $57,500 of contribution room.

We are pleased to announce that Jennifer Roblin has joined us at Starview Financial Advisors.  Jennifer is a Chartered Professional Accountant (CPA, CGA) and has been employed in accounting and working in business analysis. Jennifer is currently providing...

Click here to view our fall newsletter

Please find information in the link below on a free event with speaker Judith Wahl, Tuesday September 19 at 7pm, presented by the Greater Dufferin Area Estate Planning Council. Judith is a lawyer and an expert on elder-law, she spent more than 32 years as an executive...