by Rona Birenbaum BAS CFP®, CHFS | Jun 27, 2024 | Musings, We Think You Might Enjoy...
It’s always heartwarming to see a community pull together in support of one of their own – especially when he’s a young boy with a rare disease. This Ottawa neighbourhood started a loonie circle to help raise funds for the young boy’s treatment. Kindness is the name...
by Rona Birenbaum BAS CFP®, CHFS | Jun 26, 2024 | All About Investing, All About Tax
Our previous post described the tax hit that many fixed income investors are experiencing due to higher interest rates and two strategies for tax savings. You can catch up here. Today we highlight three more strategies. Switch to return of capital mutual funds Return...
by Rona Birenbaum BAS CFP®, CHFS | Jun 13, 2024 | All About Investing, All About Tax
Over the last couple of years, higher interest rates have caused many fixed income and GIC investors to face significantly larger tax bills on the interest earned in their non-registered portfolios. In a high interest rate environment, newly issued bonds and GICs must...
by Morgan Ulmer CFP® | Jun 3, 2024 | In the News
The need-to-knows when converting a LIRA to a LIF or annuity. Full Article >
