If you’re wondering what we can do for, this article explains three (of the very many) ways a financial planner can add value. Here’s the link! Happy reading and Happy Canada Day to all. https://www.fidelity.ca/fidca/en/expertinsights/personalfinance/financial-professional-add-value
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Pitfalls of Joint Accounts
Joint accounts can be a useful tool for estate planning but beware of some pitfalls. Things to consider before placing assets in a joint name
Our Spring Newsletter is out - but it's cold out today!
Had a great holiday with lots of warm weather and I’m ready to share our latest newsletter with you! Hope you enjoy and call me with any questions. Happy Spring! Click the link – Spring 2018
How do I report amounts from my T5008 slip?
This post includes the most common questions we receive about reporting T5008 slips. Do I need to include this T5008 on my return? If you disposed of a security for a gain/loss you should report this on your return. This applies to gains/losses realized when you sell mutual funds. You can use either the…