December 2024 Market Update

As we move into 2025, we remain optimistic about the market's potential. The themes that drove performance in 2024, such as technological advancements and consumer strength, are likely to continue playing a significant role in 2025. Of course, there will be new issues to monitor like Donald Trump’s threat of 25% tariffs, as well as some of the familiar uncertainties as far as inflation and the trajectory of monetary policy in Canada and the US.

Financial Health Check

Looking back at 2024 and looking ahead to 2025, we evaluate what we would like to accomplish in the days to come. Join Harry, David & Kevin as they discuss the components within a financial health check and the importance of updating your financial plan every 1-2 years.

Building Financial Resilience 

Being financially resilient is more than having lots of money stowed away, it's about having contingency plans in place that will prepare you for certain scenarios. Learn simple tips that will help you become financially resilient. 

Source: AdvisorStream

7 Housing-Related Tax Savings Options

Looking for ways to save money this tax filing season? Here's a list summarizing seven housing-related ways you can put money back in your pocket. 

Source: IE Investment Executive 

2025 Financial Resolutions 

With the holidays now over, now is a great time to focus on your financial resolutions for 2025. Here are some tips that can help you stay on track to meeting your 2025 financial resolutions. 

Source: AdvisorStream

Tax Return Tips for 2025

As 2025 begins, many individuals are focusing on filing their 2024 tax returns, while this is important, now is also a great time to start thinking about your 2025 tax returns. Here's what you can do now to make your 2025 tax return process easier in the future. 

Source: AdvisorStream