OUR BLOG

Changes to OHIP+ effective April 1, 2019

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After April 1, 2019, OHIP+ will no longer provide prescription drug coverage for individuals 24 years old and younger if they have drug coverage through a private insurance plan. What you need to do:
  • If you, your spouse and your children do not have a private drug plan, you will continue receiving eligible drugs through OHIP+ at no cost. To
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This might be the most useful savings account in Canada

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"A 131-year-old insurance company has out-innovated everyone in making savings accounts more useful for everyday banking. New and nimble financial technology companies – fintech – have brought some cool products to personal finance. But the Manulife Advantage Account, offered through the banking division of insurer Manulife Financial Corp., shows there are still some flickers of creativity in the old guard
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RRSP 2018 Update: Know your limits!

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RRSP season is in full swing. If you’re planning to put money into a Registered Retirement Savings Plan, the time to act is now. Here’s what you need to know.
The deadline to make RRSP contributions for the 2018 tax year This year, the deadline is March 1. You have until then to pump some funds into your RRSP and
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What Should You Do About a Falling Stock Market? Nothing.

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"If you had a perfect ability to predict how far the market would fall and when it would bottom out, it would make sense to move money in and out. But you do not." Click here to read the full article
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New data says the majority of Canadians are interested in workplace financial education

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A recent survey by the Canadian Payroll Association states that over 84% of employees would be interested in obtaining financial education programming in the workplace.  This isn’t news to us because this is something we already do!  Financial Literacy and Financial Wellness are topics we cover with employees in workplace seminars because we know that over 40% are impacted by
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Welcome to Greg French

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We’re excited to welcome Greg French to our team!  Greg is passionate about cash flow and financial planning and client service and joins us with over 5 years of experience in the financial services industry.  As a licenced mutual funds and insurance advisor, Greg understands the importance of having a financial plan to meet financial goals.  As a member of
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Changes to RRIF Withdrawal Minimums May Benefit You!

On April 21, 2015 the Canadian Government’s Economic Action Plan 2015, introduced lower withdrawal minimums for RRIFs starting in 2015 and going forward for clients ...
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