Plan for financial success in 2026 Dec 24th

All about Canadian investments. Learn the ins and outs and get the latest news.
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Why tax season is turning into a debt trap for Canadians (and how to avoid it) + MORE Apr 2nd

If you typically carry a credit card balance, you’re in good company. The recent Study of the Canadian Consumer (Winter 2026) by Vividata shows that more than 1 in 3 Canadians (36%) usually have a credit card balance from month to month. What’s striking, however, is the study’s finding that 49.... More »
 financial

Stock news for investors: Rogers sees revenue gain, lifted by Blue Jays’ playoff success + MORE Jan 30th

Here’s a round-up of news for Canadian investors this week. Rogers CPKC CGI Cascades Empire Featured RRSP Accounts featured EQ Bank Build your retirement savings with 1.5.... More »
 financial consultant

Best Canadian equity ETFs 2026 + MORE Apr 18th

Making space in your portfolio for Canadian equity ETFs used to come with rationalizations: that they tended to pay higher dividends than their global peers and that those dividends received preferential tax treatment in non-registered accounts, for example.  But Canadian investors these day.... More »

Carney going to New York this week to meet with business leaders, court investment - CTV News May 24th

Carney going to New York this week to meet with business leaders, court investment  CTV NewsSee more headlines & perspectives on Google News.... More »
 financial consultant

Don’t get taken in by event ticket scams Jun 29th

At long last, the FIFA World Cup has kicked off in cities across North America. If you’re not fazed by single-ticket prices in the four figures, may we offer a word of caution: stalwart footy fans are not the only ones attracted to events like this. So are scam artists.  Cyber-criminals lo.... More »
Plan for financial success in 2026It’s that time of the year again. While you’re caught up in last-minute runs to the store and mapping out the family dinner menu for the holidays, an annual financial review is unlikely to cross your mind. The timing of financial reviews often competes with holiday fun as the end of the year nears when it’s harder to set aside a few hours and go through money matters.

Experts say you don’t have to rush the analysis during the peak holiday season. Instead, you can split the task into smaller chunks and prioritize based on deadlines. First, think about the major changes in your life this year, said Brian Quinlan, a chartered professional accountant with Allay LLP. “What has happened to your life in terms of marriage, babies, finishing school—and what’s happened with your finances?” Quinlan said.

Key tax moves before year-end

The Canada Revenue Agency runs the personal tax year in line with the calendar year. That means the deadline to reduce your tax bill and contribute to most registered accounts is Dec…

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