2019 Federal Budget
2019 Federal BUDGET SUMMARY
Effective for 2019 and subsequent taxation years, the budget proposes to introduce….
This play on nachos packs a fibre punch.
Perfect for the SuperBowl. This play on nachos packs a huge veg and fibre punch with the added protein of black beans. Tons of flavour, lots of fun, great for a party
Investing for success
Around our office we believe in investing for success.
The most important thing to us is that you are completely comfortable with your investments. Part of that means understanding what you are invested in and what risks, if any, you are comfortable with. Saying that even our most seasoned clients can get the jitters when the markets are going down…
TFSA Limit for 2019
Just announced the new TFSA limit in 2019 will be 6,000 – raised from the current 5,500 in 2018. This means that if you have never contributed
What Exactly is a TFSA (Tax Free Savings Account) ? Should I put money in a TFSA or a RSP?
We have clients that have heard the name but most people don’t know exactly what it is. A common question around our office is “What is a TFSA?” Usually followed by “I thought I could only invest it in a savings account.”
Plan for your future. Be your Best Self before you start 2019 #90dayChallenge
This is a Great Idea to work on being your best, and to help plan for it. I think this would benefit anyone at anyone at any age. Whether your Female or Male, in your 50’s or 20’s. We all can take something from this.
Rachel Hollis has started a 90 day Challenge. Now, the actual Challenge started October 1st and takes you to the end of 2018. However, there is no reason you can’t start today or any day for that matter. The idea is improve yourself leading up to 2019, instead of waiting
Planning for the future- Estate Planning
Many people enjoy taking time off during the summer and hopefully it is while we are having nice sunny days!
In the case that you do experience a rainy day it may be a good time to do some homework on your estate plan.
Summer has arrived!
The kids are done school, and the craziness of summer begins!!
This also means that our Summer Hours are in effect, so we can all enjoy some time with our families.
Our Summer hours for the months of July and August are:
Going Paperless!
Frequently we are asked... Should I go Paperless?..... How can I eliminate all the paper that comes to my house?
We can help you set up online statements from HollisWealth. (See Below for a Step by Step Tutorial)
We've done some reasearch and here are 3 benefits of going paperless.
1) Help the Environment: Making paper uses a lot of water, a lot of trees and a lot of chemicals. The process also releases some nasty compounds into our air and rivers, including cancer-
Simplify preparing for Income Tax Time
This time of year we always receive a lot of calls, for missing tax slips, or for those who want to receive their slip early to file their taxes early...............We want to help simplify this process for you.
...........My Account is an easy option to help you! It will allow you to track your refund, view or change your return, check your benefit and credit payments, view your RRSP limit, as well as your TFSA Contribution limit. You can set up direct deposit, receive online mail, and so much more
2018 Federal Budget Summary
In order to keep you up to date on the proposed changes in the Federal Budget you may want to click on this document to see how they may affect you.
A comment on the recent -Market Correction -
A comment on current market volatility from Fidelity’s Jurrien Timmer Director of Global Macro for Fidelity Management & Research Company
“Whether last week's correction ended on Friday or continues for days or weeks to come is of course unknowable. My guess is that the market chops around for a while, perhaps several months, as typically happens after the economy reaches a momentum peak. For the typical investor, it's worth remembering that part of the value
As the old saying goes "The only two things in life that are certain are death and taxes"
This is the time of year when we have many calls from clients asking when they can expect their investment receipts.
Below is a timeline what investment slips to look out for and when they are typically mailed out.
Client Appreciation Shred Day
This Year we offered a Shredding service as a Client Appreciation THANK YOU to our clients!