Buridan’s Mule: Personal Finance Edition
Buridan’s Mule is an illustration of the challenge that free choice poses. A mule is stationed at an equal distance from both a pail of
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Joelle Hall
How to create calm in the chaos
The markets entered correction territory this month as uncertainty over the economy due to tariff threats took hold. Investors’ portfolios participated widely in this drop
Cents vs Sense: Considerations for Intergenerational Wealth Management
Housing Unaffordability More than half of Gen Zs and millennials are reportedly living paycheque to paycheque.[1] Meanwhile, the cost of the average family home has
What about the First Home Savings Account?
The FHSA, or Tax-Free First Home Savings Account, is a relatively new type of tax-preferred account that the Canadian government introduced in Budget 2022 to
Patience is a virtue where returns are concerned
What is a reasonable expected return from your portfolio? It’s factored on a couple things: the amount of risk you are comfortable taking and the
From Hero to Zero: Non-Financial Retirement Planning
After the question “How much money will I need for my retirement?”, the next most common question I hear from clients is “What am I
Here are the Forty Under 40 recipients for 2024
The Ottawa Business Journal and the Ottawa Board of Trade are once again thrilled to celebrate the annual Forty Under 40 awards, which have become
Can you benefit from income splitting?
With the introduction of the Tax on Split Income (TOSI) rules in 2018, the government effectively ended many of the methods that Canadians, in particular
Taxes – the only constant is change!
There are two changes to the Tax Act to be on the lookout for. The first relates to changes to the Alternative Minimum Tax (AMT)
Generally, in life, one wouldn’t want to take a loss. However, as an investor, sometimes taking a loss can carry benefits for your wealth in
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The Ottawa Hospital Foundation’s Campaign to Create Tomorrow
The $500-million fundraising campaign is the largest in our city’s history. It will reshape the future of healthcare in Ottawa and beyond.
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Sueling Ching
