Stay Informed

My 2026 brochure is live. In it, I share the approach that guides my work—supporting clients through the complexities of building wealth in Canada with personalized, values‑aligned strategies. As someone who once faced these same challenges as a client myself, I'm dedicated to helping you move forward with confidence at every stage of your financial journey. Download it here.

In today’s fast-changing world, uncertainty is part of every investor’s journey — but it can also be a source of growth, resilience, and opportunity. No matter where you are in your financial journey, the key is to stay informed and confident in your long-term plan. Check out a few articles that caught my attention in 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. Please check out this update for more details.

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 we move into tax season, February is a good time to review retirement savings, confirm key deadlines, and ensure your financial plans remain on track. Taking a few simple steps now can help support a smoother filing process and keep your overall financial picture organized, including income needs, emergency savings, and household budgeting.

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.

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.

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.

RESP funds? Smooth withdrawals start with early planning. As your children/grandchildren prepare to head back to school, it’s a great time to check on their RESP accounts — especially if you’ve contributed toward their education. Click the link to learn more.

Are your savings and retirement plans on track this summer? If you're considering your next chapter, it's also useful to learn about RIFs and how retirement income planning works. Click the link to learn more.