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Federal budget 2024―and you thought there would be nothing?!

Here's a deeper look at the factors at play to start the year.

To help you organize your paperwork and know more timelines, we've created a table to list the different types of tax receipts and slips we prepare.

2023—the year in review

How to build a solid foundation when merging finances

Tapping into the power of this steady investment strategy.

The markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen.

Since the beginning of the year, Canadian and U.S. economic data has pointed to stubborn inflation resulting in market pricing in more interest rate hikes than expected.

The Bank of Canada (BoC) has “unpaused” and effectively restarted its tightening cycle by increasing interest rates by another 25bps and signaling there might still be more hikes ahead. The BoC has now hiked by 450bps in less than 18 months—one of the most aggressive hiking cycles in Canada’s modern economic history.

When markets fall, your immediate thought might be to sell. What you don’t realize is that if you try to time the market, it could cost you more to leave than to stay invested.

The first quarter (Q1) of 2023 was a rollercoaster ride for investors. Market volatility unfolded following U.S. and European banking turmoil, and interest rates and inflation climbed—evoking investor fears about financial stability.

Federal Budget 2023—no big changes but maximum minimums!