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

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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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RRIF Minimum Withdrawal Planning
3 February 2021

As you think about retirement, maximizing your retirement income is an important part of this exciting transition. Ultimately, it’s your after-tax income that counts: paying the least amount of tax on your income can help you keep more of your hard-earned dollars.

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Make Estate Planning a Priority
1 January 2021

The health-related consequences of the pandemic have prompted many to contemplate the importance of estate planning. Have you made your estate plan a priority? If not, why not resolve to do so for the year ahead.

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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.