Author name: Ali

For many Canadians, tax season means seeing a refund in your bank account. While this expected or unexpected deposit can be exciting for some, it can also be a source of uncertainty for others. Should you spend the money or save it? Treat yourself to a vacation or invest in your future? Or maybe it’s

A planning meeting with a financial advisor is an excellent step towards reaching your long-term goals. But it’s important to be aware of the questions you may be asked as these conversations can quickly get personal. And they should be. Only by opening up about your spending habits, your plans for retirement or that bucket-list

With the end of the year quickly approaching, it’s important to consider what financial tasks you should take care of before 2024 comes to a close. Here are four tax and investment opportunities that can support your planning and help set you up for success in 2025. 1. Make a contribution to your First Home