With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and individuals...
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
We’re thrilled to announce that our financial technology solutions were recently featured in eForum Magazine by Advocis, the largest financial advisors association in Canada! The article, titled “Attracting & Nurturing Clients in the Digital...
Welcome to 2024! This year presents a fresh opportunity for advisors like you to take a step back, assess, and give a new spin to your marketing strategies. Last year was full of twists and turns, and it’s essential to keep pace with the ever-evolving market...
As a financial advisor, you make sure to stay up to date on the latest financial news and that all your credentials are in order. And that’s important! But how much time do you spend connecting with clients and prospects, as well as working on maintaining...
In the realm of financial advising, a robust online presence is indispensable for driving success and expanding clientele. Embracing the power of Google My Business (GMB), thoughtfully provided by Google, can be a game-changer for financial advisors seeking to enhance...
