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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Bank of Canada to cut interest rates deeper, faster over next year, economists say
Economists are also forecasting faster and deeper cuts to borrowing costs over the next year, and see the central bank reducing the policy rate from the current 4.5 per cent to three per cent by next July.
FP Answers: Which assets require probate and is there any way to reduce these costs?
Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
Canada's economy grows more than expected
Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says.
Canadian graduates remain confident about career prospects amidst AI advancements: survey
A new survey found that Canadians who have recently graduated with university degrees are increasingly optimistic about future career prospects in today’s economic climate, despite rising concerns that artificial intelligence and emerging technologies could interfere with employment demand in various industries.
How Bank of Canada's rate cut will affect real estate markets, according to experts
On Wednesday, the Bank of Canada cut its benchmark interest rate by 25 basis points for the second time this year, bringing it down to 4.5 per cent, its lowest since April 2023.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg
One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
Naming a Trusted Contact Person for your portfolio can help protect you from this.
Naming a Trusted Contact Person for your portfolio can help protect you from this.
Kick back this summer but keep an eye on your investments - BNN Bloomberg
While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
Younger homeowners more likely to be financially stressed: survey
Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds
Only 31% of Canadians in the highest-income group think the economy is moving in the right direction
Woman mortgage-free at 42 wonders what to do with the extra cash
https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg
If you beat the April 30 income tax filing deadline, congratulations. Now the fun part.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
3 reasons to get life insurance in your 20s or 30s
There are perks to buying life insurance in your 20s or 30s. Find out more.
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg
The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists.
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