2018 Year End Tax Tips

Question: Using a software package, I file my own taxes each year without the help of an accountant or other tax professional. I’m wondering if you have any advice for me, and if you can give me any tips? I’d like to make sure I’m being smart about taxes and taking advantage of any year end tax-saving strategies available to […]

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Let’s Make it Personal

Question. Hi, I have an RRSP and a TFSA, and have been working with the same financial advisor for about 10 years. To be honest, I don’t really feel like he’s doing much for me, so I’m wondering what my options are. I’m interested in ModernAdvisor, and your low-cost portfolios look great, but I also value a dedicated advisory relationship. […]

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