Money Facts 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.