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Top 10 Ways to Maximize Your Tax Return in 2023

Top 10 Ways to Maximize Your Tax Return in 2023

by Arif Kanji, CFP, CLU | Apr 18, 2023 | Financial Planning, Taxes

Spring has come, meaning it’s time to file your taxes. After a long year of investing, it’s worth putting in extra effort to maximize your tax return. Understanding the Canadian tax code can take some time. An experienced financial team can help, but you can also...
The Benefits of Long-term Investing

The Benefits of Long-term Investing

by Arif Kanji, CFP, CLU | Nov 22, 2022 | Investing, Uncategorized

When it comes to creating an effective investment strategy, it is key to think about the long term. Long-term investing can hugely benefit your overall wealth so you can continue building up your portfolio for years to come.  With unpredictability, emotion, and...
Estate Planning Checklist in Canada: Your Guide

Estate Planning Checklist in Canada: Your Guide

by Arif Kanji, CFP, CLU | Oct 5, 2022 | Estate Planning

Estate planning doesn’t have to be an overwhelming experience. Mindfully planning what happens to your property and other assets after your death can empower your loved ones and have your intentions heard. Let’s go over what you need to know about estate planning in...
How to Choose a Financial Advisor in Canada

How to Choose a Financial Advisor in Canada

by Arif Kanji, CFP, CLU | Mar 15, 2022 | Financial Advisors, Financial Planning

Even if you’re on top of your finances, it takes a lot of time and energy to ensure your money is working towards your ever-evolving goals. Add in the life-changing events like growing a family, buying a house, or retiring, and you’ll quickly find keeping an eye on...

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  • What Are the Advantages of a Group Savings Plan?
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  • Group Benefits: Understanding Target Loss Ratio
  • June Market Review and July Market Outlook

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    • About
      • About
      • Meet the Team
    • Services
      • Investment
      • Insurance
      • Financial Planning
      • Group Benefits
      • All Services
    • Resources
      • Tools
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    • Advisors
      • Join Our Team
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