Optimizing Tax Efficiency: A Guide for Investors

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Tax efficiency is a crucial aspect of portfolio management that can significantly impact an investor’s long-term returns. Navigating the intricacies of the tax system while maximizing investment growth requires strategic planning, expertise, and guidance. As an Associate Portfolio

How to save for retirement while eliminating debt

 With recent statistics showing that Canadians are carrying more debt than ever before, many of us face a tough choice — pay down debt now or save for retirement? But according to personal finance experts, it's possible to have the best of both worlds. “Taking a proactive approach to your

6 tips to improve your financial health in 2018

 Photos by thinkstock.com/zenstock and  thinkstock.com/Feverpitched It's the time of year when we make promises to do better, eat healthier or exercise. Yet, research shows a clear link between the state of our finances and our mental, emotional and physical health. So even if you do nothing else, tuning up your