‘Tis the season to be… thinking about year end tax and investment planning! My tree was up very early this year (thanks to some very keen kiddos), my aunt delivered the most beautiful wreath to my door one Friday night and with all the snow in November, I’m very much in the holiday spirit! Now, as…
Hi Everyone, the temperatures are falling but our Fall Newsletter is hot! Click here to read!
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
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