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Make your money work as hard as you do.

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Personal financial strategies that are unique.

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News

Posted: Thu, May 12

The CRA Scam continues...

On May 11th, Saanich Police Department issued a statement pretaining to the recent CRA scam callers that have been resurfacing again. The statement posted on www.saanichpolice.ca states the...

Posted: Tue, Mar 1

Tax Season has Arrived!

Tax season is now upon us and it is a very busy time for tax preparers! Don't forget your "T" slips, Capital Gain/Loss Summaries (which can be found on the year end statements from the fund...

Posted: Thu, Jan 7

Time to Top up!

We are into a brand new year and now is a great time to top up your RRSP and/or TFSA accounts.

The deadline for 2015 RRSP top ups this year is Monday February 29, 2016.

We hope...

Posted: Mon, Dec 14

Holiday Office Closures

Our office will be closed on:

Friday Dec 25 - CLOSED

Monday Dec 28 - CLOSED

Friday Jan 1 - CLOSED

Regular office schedule will resume on Monday January 4th, 2016

...

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