News

Some more examples of the pitfalls of mortgage life insurance and why it's better to get a life insurance policy independently from your lender. Click here to view Ellen Roseman's (Toronto Star) recent article.

Do you own a small business? If you are incorporated or self-employed with at least one non-family member employee, you can make your and your employees health expenditures deductible. Click here to learn more about FlexSave from HUB Financial.* Contact us for...

Click here to view our July newsletter. Inside you'll find our regular market update, three estate planning priorities and important tax information for US persons.

It is our pleasure to welcome Peter Drake back to speak on the economy and the new realities of retirement. Peter Drake is vice president, retirement and economic research at Fidelity Investments Canada. Peter is a former deputy chief economist at TD Bank and his role...

For 2014 you have received $5,500 additional contribution room for your Tax Free Savings Account (TFSA). With a TFSA you can also make contributions for previous years if you did not contribute the full annual amount or if you made a withdrawal from your account. If...

The deadline for making an RRSP contribution that can be used for an income tax deduction for the 2013 tax year is March 3, 2014

A link to our January newsletter is below. Inside you will find a 2013 market recap, a TFSA reminder, a piece on fees for managed investments and a list of free apps for your smart phone or tablet. Starview newsletter 2014_01 (final)

Please find our newsletter below.  This edition has a market update, details on how to setup a Canada Revenue Agency (CRA) login and a note about the proposed increase to the Lifetime Capital Gains Exemption. Starview July 2013 Newsletter

You will need to update your bookmark for your account login as the web address has changed. To access the new location, click the “Client Login” button at top right on our site (top right on this page) or to access the site directly use:...

We would like to extend a welcome to the Keybase Financial Group. All mutual fund accounts have been transferred to Keybase as of May 21, 2013. Keybase believes that most clients are better served by seeking quality advice from independent Financial Advisor...