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The Importance of an Annual Financial Review

  
The regular tracking of your financial progress is the key to building wealth, and the start of a new year is the perfect time for an annual financial review.

Learn the three essential tips for getting more out of your annual financial review.
 
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 2020 Tax Information

  

Each year brings changes to the tax code. Here's a summary of the most significant federal tax changes that may affect your 2020 Personal Tax filing.
 

Download report
 

To help you get organized, I encourage you to download our Tax Documentation Checklist, which details many of the common items you'll need for your filing.

Tax Documentation Checklist

 		 
Market Commentary| Q1 2021
  





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RRSP vs. TFSA: Which Is Better for You?
  
Many people are uncertain whether to choose a Registered Retirement Savings Plan (RRSP), a Tax-Free Savings Account (TFSA) or a combo of both to save for the future. 






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COVID-19 Information and Resources Update
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