Financial Library

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents' footsteps when it came to saving for the future. As well, some major bumps along the way (a housing crisis, a stock market crash, a global financial crisis and a pandemic) have reduced many retirement 'nest eggs.'

Tax time is closing in on us and we know many of you will be looking for T-slips and RRSP Contribution Receipts. We'll be available if you need help tracking down any of these slips or need clarification on the Tax Implications of any transactions that you made in 2023. Many of these Tax Slips and/or RRSP Contribution Receipts will come in the mail. More recently though, a lot of companies have been sending these kinds of things electronically. If you have signed up for electronic documents with an Investment Company, you will be getting some emails about downloading statements.