2024 January Update
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.
FPAC welcomes 2024 with new president at the helm
Financial Planning Association of Canada’s new leader sheds light on near-term plans and long-term vision
How best to avoid penalties on your TFSA contributions
Some people are making a costly mistake in their Tax-Free Savings accounts.
2023 December Update
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn’t love surprises?), we’ve got insights, especially in the financial realm. Curious about what’s coming? Here’s a sneak peek into the future.
Transitioning Family Wealth
Julia raises a host of issues that need to be considered before making a financial gift to children.