Stay Informed

Market uncertainty is something every investor faces — but understanding what’s behind the headlines can help us stay confident.  To help keep you on track, I've included a few recent articles that I think you may find interesting for this month.

Friendly reminder: your individual income tax return is due April 30, 2026. If you, your spouse or common-law partner are self-employed, the deadline is June 15, 2026. Click the link to learn more.

The Canadian government released its 2025 federal budget on November 4, with a focus on economic growth, domestic investments toward housing affordability and a green transition, along with measures to manage the cost of living. Click the link to read TD Wealth's federal budget summary, which provides an overview of items that may be of importance to you.

As 2026 begins, best wishes for a prosperous year. The arrival of January brings updated contribution room for Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), presenting an opportunity to review financial strategies and take advantage of new limits. Click the link to learn more.

As we approach the end of the year, December is a strategic time to reflect on your financial goals, review your accounts, and prepare for 2026. Year-end planning is more than meeting deadlines - it’s about doing what you can to help set yourself up for success in the year ahead. In this edition, I've highlighted some key areas for your consideration. Click the link to learn more.

On November 20, we hosted our Client Presentation Dinner, providing an opportunity to reconnect and share market insights for the year ahead. The highlight of the evening was the thoughtful presentation by Brendan Fitzgerald from RBC Global Asset Management, who delivered an insightful presentation covering the 2025 year-end market landscape and the 2026 investment outlook. Click here to read full event highlights.

As the year comes to a close, it’s a good time to review your family’s financial goals and ensure you’re making the most of your savings opportunities. Taking a few small steps now — like contributing to your RESP or making charitable donations — can help ensure you start 2026 on strong financial footing. Click the link to learn more.

Is your tax planning on track before year-end? 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.

Estate planning: Protecting your legacy and your loved ones. As you plan for the years ahead, it's important to think about how your assets and wishes will be protected. Click the link to learn more about key benefits of strong estate planning.