Tax Loss Selling

Over the last few weeks, the financial market has taken a downturn amidst fears over Coronavirus.

Understandably, you are concerned with your portfolio, it’s important to stay level-headed to avoid making financial missteps. However, staying level-headed doesn’t necessarily mean you sit there and do nothing. In fact, one consideration you can look is taking an active tax management approach.

Tax loss selling is a strategy to crystallize or realize any capital losses in your non-registered accounts so it can be used to offset any capital gains.

Self Owned vs. Bank Owned Mortgage Insurance

Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?

Covid 19 Information for Plan Administrators

The Coronavirus disease has created challenges across Canada and the world. It’s important to stay informed and educated so you’re equipped to take care of yourself, your family and your business. We are ready to serve you and answer any questions you have about your employee benefits, insurance and investment. Please feel free to contact […]

Covid 19 Information Centre

The coronavirus disease has created challenges across the world. It’s important to be informed and educated so you’re well equipped to take care of yourself and your family.

Covid 19 Information for Plan Members

The Coronavirus disease has created challenges across Canada and the world. It’s important to stay informed and educated so you’re equipped to take care of yourself, your family and your business. We are ready to serve you and answer any questions you have about your employee benefits, insurance and investment. Please feel free to contact […]