News

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...

The Canadian equity market noticeably lagged many other developed market indexes, despite strong economic output and employment data. The S&P/TSX Composite Index fell by 1.6% during the quarter, based on softening oil prices, weaker financial shares and investor...

We are planning an information session on Socially Responsible Investing (SRI) for Thursday May 25 at 5:30pm, Orangeville area, venue TBD. SRI is the process of making investment decisions using traditional analysis while also evaluating impacts on environmental,...

Our January newsletter is here. Inside you’ll find the year-end market update, details on the new account statement format, a Q&A on RRIFs and other important notes for 2017.

Contributions made to an RRSP in the first 60 days of the year can be used to reduce income in the previous tax year. Before contributing, be sure to review your Notice of Assessment from CRA to determine how much contribution room you have available.

Another $5,500 of TFSA contribution room has been added for all Canadians age 18 years of age and older. Canadians could have as much as $52,000 of accumulated TFSA contribution room. Always check your contribution room with your advisor or with CRA before adding to...

Click here to view our July newsletter. Inside you’ll find the mid-year market update, details on the UK leaving the EU, information on the new Canada Child Benefit and an article on how smoking can impact insurance premiums.

With the new Liberal government coming into power, the TFSA contribution limit for 2016 has been lowered back to $5,500. The $10,000 for 2015 remains in place. Here is a summary of contribution room since TFSAs started: 2009 to 2012: $5000 each year 2013 to 2014:...

The 2015 Federal Budget has proposed changes to the minimum RRIF withdrawal rates. Generally speaking the RRIF rates for age 71+ are being decreased. For example: at age 71 the previous minimum withdrawal amount was 7.38%. With the announced changes the new rate is...