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Wealth Management insights and resources to help you achieve your financial goals. 

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Advice for New and Old Graduates
14 June 2021

Over 500,000 students are expected to graduate from Canadian colleges and universities this summer, and at least another 300,000 students from high schools. Chances are you know one of them. Congratulations graduates, and welcome to the real world!

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Four Insurance Strategies for High-Net-Worth Investors
3 June 2021
High-net-worth (HNW) investors can have more complex needs than the average investor. For many, the focus is not just on growing funds, but also on preserving and protecting wealth to pass on to future generations. Often, HNW investors have maximized contributions to their tax-preferred accounts like the Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) and have sufficient savings to finance their retirement income needs. As such, opportunities to minimize the tax burden associated with non-registered accounts becomes important.
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Less Can Be More: Spring Cleaning Your Finances.
3 May 2021
As many of us continue to spend more time than ever at home, this may be an opportunity to bring organization to your finances. Marie Kondo, a world‑renowned organizational consultant, has developed an almost evangelical following by helping people transform their lives through decluttering. Named as one of Time Magazine’s most influential people (1), Kondo has inspired many people to tidy up their homes and her approach can extend to other areas of our lives including our finances. 
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2021 Federal Budget Highlights
20 April 2021

Below you will find some of the notable highlights from the 2021 Federal Budget released on April 19, 2021. For more details on any of the proposals listed below, please refer to the full release of the federal budget by following the link at the end.

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Women and Wealth: The Value of a Financial Plan
1 April 2021

Of the many hardships created by the pandemic, one of the more significant consequences has been the exit of women from the labour force. Canada has been pushed into a recession that has been unprecedented for its impact on women, prompting many to refer to the current situation as a “shecession.”

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Personal Income Tax Season & The Impact of COVID-19: Changes to Home Office Expense Claims
2 March 2021
With many employees working from home as a result of the pandemic, the Canada Revenue Agency (CRA) has changed certain rules surrounding home office expenses – both the process by which to claim expenses, as well as the types of eligible expenses. As you complete your 2020 personal income tax return, you should be aware of these changes.

 

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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.