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Blog - Budget

The 2024 Ontario Budget is in and here are the highlights

 – On March 26, 2024, the Ontario government presented its 2024 Budget – Building a Better Ontario.  The budgetary deficit for […]

Publications - Budget

Ontario Budget 2024

 – On March 26, 2024, the Ontario government presented its 2024 Budget – Building a Better Ontario.

News - Budget

2024 Québec Budget

 – The Minister of Finance, Mr. Eric Girard, tabled his 2024-2025 budget plan on March 12, 2024. Here are the highlights:

Blog - Tax Group

The Enhanced Intergenerational Business Transfer re: Budget 2023 Changes

 – The proposed amendments to Bill C-208 will affect how you transfer your business to the next generation of your family. These changes will come into effect for transfers that occur on or after January 1, 2024.

Blog - Wealth Advisory

Building Wealth Across the Decades: Key Financial Priorities for Your Fifties

 – Over the course of your fifties, continue to build on the financial planning activities you started in your earlier years. As retirement approaches, it is crucial to ensure you have enough savings to maintain your desired lifestyle. This includes…

Blog - Wealth Advisory

Building Wealth Across the Decades: Financial Planning Priorities for Your Forties

 – As you enter your 40s, your financial situation often becomes more complex. It’s likely that you have children who are nearing college age, your earning potential has increased, and with it, there are several financial obligations to consider, such as:

Blog - Budget

Building Wealth Across the Decades: Financial Planning Priorities for Your Thirties

 – A big question I hear from people in their thirties is: “should I invest in my Tax-Free Savings Account (TFSA) or should I pay down my mortgage?” This is what I would do in my thirties:

Blog - Wealth Advisory

Building Wealth Across the Decades: Key Financial Priorities for Your Twenties

 – Let’s start by addressing the foundational elements of finances that you’re building in your twenties. Here are the top three priorities:

Insight into the federal budget of March 28, 2023

Publications - Budget

Federal Budget Commentary 2023

 – On March 28, 2023, the Deputy Prime Minister and Finance Minister, the Honourable Chrystia Freeland, presented Budget 2023 – A Made-in-Canada Plan: Strong Middle Class, Affordable Economy, Healthy Future, to the House of Commons.

Insight into the Ontario Budget of March 23, 2023

Publications - Budget

Ontario Budget Commentary 2023

 – On March 23, 2023, the government presented its Ontario Budget 2023 – Building a Strong Ontario. The budgetary deficit for 2022-2023 is projected at $2.2 billion, decreasing to $1.3 billion in 2023-2024, before returning to surpluses of $0.2 billion in 2024-2025 and $4.4 billion in 2025-2026.

Publications - Budget

2022 Ontario Budget Commentary

 – On April 28, 2022, the Ontario government presented its 2022 Budget – Ontario’s Plan to Build. This document includes insight into measures that affect individuals, businesses, and more.

Publications - Budget

Federal Budget Commentary 2022

 – On April 7, 2022, the Federal Budget was released by Finance Minister Chrystia Freeland. In it are new spending plans to help boost the economy, encourage innovation, and make life more affordable.

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