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Tax planning quick facts and common strategies

January 10, 2024
By Aaron Hector, B.Comm., CFP, R.F.P., TEP

Our clients don’t need to know all the intricacies of a comprehensive, optimized tax strategy – that’s what we’re there for... amongst other things! However, having a high-level understanding of common tax planning strategies can help you and your loved ones have more informed conversations. In this article, we share high level information on RRSPs, TFSAs, FHSAs, tax deductions, and tax credits. 

My family’s first Christmas in Canada

December 22, 2023
By Chau Pham, BA, CFP®, TEP, Senior Manager & Client Lead, Financial Education & Employer Services

This holiday season, some of us will be safely surrounded by loved ones, enjoying all the finer things we’ve come to cherish. Sadly, some of us will not be afforded this privilege. Chau Pham shares the remarkable story of his family’s journey from war-torn Vietnam to Canada, reminding us that humanity and compassion can surprise us, even in our darkest hours.

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