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Strike Three
Canada is gearing up for a trade war which, in many ways, feels like an episode of Three Stooges
RRSPs and Your 2024 Tax Return
A Registered Retirement Savings Plan (RRSP) is a cornerstone of Canada’s retirement savings framework, offering individuals a tax-advantaged means to accumulate funds for retirement.
Portfolio Managers’ Brief: February 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: January 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
The Elephant in the Room
You can’t miss it… the metaphorical elephant in the room. That outsized awkward issue that we pretend not to see.
Charitable Donations & Taxation
The Government of Canada has announced an extension of 2024 charitable donations to February 28, 2025.
Animal Spirits
Since the landslide victory of Donald J Trump, the stock market has surged to record highs propelled by animal spirits. To understand animal spirits, imagine the stock market as a jungle….
Landside
First a caveat. As a proud Canadian, I have no skin in this game. Whatever one thinks about Donald Trump, does not change the fact he will be leading the US government for at least the next four years.
Portfolio Managers’ Brief: November 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Harvesting Capital Gains and Losses
Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”. The idea behind this annual review is multifold but in November and December, the focus becomes which investments...
