Blog

Using home equity as retirement income can be an interesting option for retiring Canadian baby boomers who have benefited from strong real estate markets over the past two decades. The options for funding one’s retirement are varied and wide-ranging. The most typical sources of income in retirement include pensions and financial savings, which typically take […]

ESG funds represent the perfect opportunity for investors to put their money where their values are. Alongside heightened public awareness of environmental matters and social issues, the responsible investment (RI) movement is rapidly growing in both Canada and globally. In 2020, investors poured more than $3.2 billion into Canadian-based ESG funds. ESG stands for Environmental, Social, and Corporate […]

Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be preferable. The official deadline to file your Canadian personal income tax return for 2020 and pay any taxes owed to the Canada Revenue Agency (CRA) is April 30, 2021.   For Quebecers only: You can […]

Tax season can be stressful, but it can also be an exciting time for your wallet. The official deadline to file your Canadian personal income tax return for 2020 and pay any taxes owed to the Canada Revenue Agency (CRA) is April 30, 2021.   For Quebecers only: You can file your return up to May […]

2020 was a sobering year filled with unprecedented economic challenges. Thanks to the swift collective response to the pandemic, the outlook for 2021 is bright with possibilities of recovery in all areas of your life, including your relationship with money. In this post, we’ll take a look at what the next year has in store […]