What will the new year bring from an investing point of view? None of us has a crystal ball, of course, but we are confident that well-diversified clients are set up to face whatever the new year has in store for us.
Now, in 2021, sixty-four years later, the plan is a centrepiece of Canadian retirement plans: occupying the dominant position once held by venerable vehicles such as the Defined Benefit (DB) pension plan. Now, with the TFSA increasingly becoming a favoured option for Canadian savers, RRSPs are sometimes being put on the back burner.
2020 will no doubt go down as one of the most monumentally disruptive and headline-intense years on record. Nonetheless, even a global pandemic is no excuse not to get your planning ducks in a row and consider ways to economize on taxes and plan your wealth strategies for the 2020 year end. As we enter the final weeks of 2020, we’ve listed a few helpful strategies that may be useful across..
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