Entries by Marcy Ages BA, CIM, CFP, CPCA, CLU

Staying onside when you’re stateside: regulatory reminders for Canadian snowbirds

This winter’s extreme cold has undoubtedly led some Canadians to consider spending more time in the southern parts of the United States. If you’re spending the winter months down south, you’ll need to be mindful of a few things to ensure you’re onside with regulatory requirements and avoid paying any unnecessary fees. Here are a […]

How to simplify your tax prep

With April just around the corner, you may have already started organizing your documents in preparation for your 2016 tax filing. While doing so, it’s a good time to set some practices in place now to make your 2017 filing as easy as possible. In addition to keeping the usual copies of any tax slips […]

4 financial tips to start off 2017

So, you’ve made it through another holiday season and the New Year has begun. If you’re like most people, you probably spent a little more than you would have liked to so the last thing you want to think about is your finances. Good news. Here are some tax-saving tips to help boost your income […]