I'd like to share a few perspectives with you to help keep you up to date on a variety of timely topics. Check out October Edition now!

As the year comes to a close, it’s a good time to review your finances and consider how charitable giving can benefit both your family and the causes you care about. Eligible donations can earn valuable tax credits and, in some cases, eliminate capital gains tax when donating securities directly. Click the link to learn more about details.

On September 25, we hosted an Estate Planning Luncheon at the St. Albert 50+ Club with nearly 100 attendees. Our guest speakers, Christine Maloney and Chenel Kimber from Weary & Company, and Sharene A. Gaitor from TD Wealth Private Trust, shared valuable insights on how to protect your legacy and prepare for the future. Click the link to read the full event highlights and learn more about estate planning.

Staying on top of key tax dates can help you make the most of the year ahead. We've highlighted some important updates & reminders to support your planning. Click the link to learn more.