Insights

Eight Tax Planning Tips for Newcomers to Canada

Understanding taxes in Canada doesn’t have to be complicated.

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Understanding Financial Advisor Fees in Canada: Why Paying for Sound Financial Advice is a Smart Decision

Advisor Fees make sense if you understand them and what you get in value.

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Offering Fee-For-Advice financial planning for clients in Halifax, Toronto, Moncton, and virtually across Ontario, New Brunswick, and Nova Scotia. While we also provide investment and insurance solutions, under our Fee-For-Advice planning, we focus on building comprehensive, personalized financial plans — not simply recommending which products to buy or sell.