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Latest News & Blog Articles

What Is an NFT?

May 4, 2021 Investing

NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.

Applying For a CPP? 4 Next Steps to Take

April 26, 2021 Retirement Funding

If you're getting close to retirement, it may be time to start focusing on your Canada Pension Plan (CPP) benefits. Here are 4 steps you'll need to take in order to start receiving benefits.

Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky

April 15, 2021 Investing

Coinbase, the popular cryptocurrency exchange space, began trading shares on April 14. Forgoing the traditional IPO process, Coinbase did a direct listing on the NASDAQ. Here's why that's unusual, and what interested investors may want to know.

Global Market Update

April 12, 2021 Market Updates

March 23 marked the one-year anniversary of the market low brought on by the pandemic. Since then, the S&P 500 has seen its largest 12-month gain since 1936, exceeding the recovery in 2010 from the global financial crisis. Equity markets performed well through the first quarter, extending the gains made since March last year.

What’s new for the 2021 tax-filing season

March 2, 2021 Taxation

Tax season is underway, and Canadians may be facing some unfamiliar terrain. Job losses, side gigs, and working from home were just some of the by-products of 2020.

Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

January 27, 2021 Retirement Funding Investing Budgeting

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.

Five financial tips to start the year off right

January 18, 2021 Investing Taxation

The toll that the global pandemic took on the Canadian and global economy cannot be understated, and there will be knock-on effects in both the near and long term. Here are five tips to keep in mind as you plan the financial year ahead.

The CRA Has Made Changes to the 2020 Tax Season Due to COVID-19: Here’s What You’ll Need to Know

January 5, 2021 Taxation

Employment insurance and CRA services have provided relief too many. But these benefits also come with some tax rules. Make sure you aren't surprised by unexpected costs at the end of the year with this post quick guide to taxes for CRA benefits.

COVID-19 Has Affected Our Travel Plans in 2020. If You’re Still Heading Out of Town Over the Holidays, Follow These 7 Travel Tips

December 10, 2020 Hobbies & Interests Budgeting

Whether you're looking to get out of town for a few days or visiting relatives for the holidays, traveling this time of year can be expensive and stressful - especially amidst COVID-19. Here are 7 ways to save money this holiday travel season.

Marco P. Gil

Portfolio Manager
Financial Planner