by Luke Demjen, CFA | Jun 6, 2023 | Market Updates
Last Month in the Markets – May 1st – 31st, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in May? Last month saw divergence among major North American equity indexes....
by Benjamin Lewandowski, CFP, CIM | May 17, 2023 | Group Benefits
Group benefits can be a great way to say thank you to your team and help provide access to the health and wellness services they may need. But setting up a benefits plan for your business isn’t a one-and-done process. You’ll need to keep in touch with your benefits...
by Luke Demjen, CFA | May 5, 2023 | Market Updates
Last Month in the Markets – April 3rd – 28th, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in April? As banking concerns subsided, equity markets held up well during...
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...
by Benjamin Lewandowski, CFP, CIM | Apr 17, 2023 | Financial Planning, Taxes
As a high-income earner, you may be aware taxes can take a significant chunk of your income. However, there are several advanced tax strategies you can implement to reduce your tax burden and keep more money in your pocket. Advanced tax strategies for high-income...
by Luke Demjen, CFA | Apr 10, 2023 | Market Updates
Last Month in the Markets: March 1st – 31st, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in March? March was a chaotic month for investors, especially those...
by Luke Demjen, CFA | Mar 31, 2023 | Uncategorized
On Tuesday March 28th, Chrystia Freeland, Deputy Prime Minister and Minister of Finance delivered a 250-page budget titled “A Made-in-Canada Plan”. This outlined the governing Liberals’ fiscal plans to the House of Commons. The highlights include: $46...
by Matt Donnelly, CIM | Mar 6, 2023 | Financial Planning, Investing
The economy is always changing. Interest rates rise and fall, and peoples’ financial situations change along with them. While periods of inflation make it more difficult to borrow money, it is possible to prosper by making the right decisions at the right times. You...
by Luke Demjen, CFA | Mar 6, 2023 | Uncategorized
Last Month in the Markets – February 1st -28th, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in February? Coming off January’s broad base rally, led...
by Benjamin Lewandowski, CFP, CIM | Feb 13, 2023 | Investing, RRSP
The first few months of a year are always a busy time. But these first months are also excellent for financial planning for the year and your future, which may also include last-minute investment opportunities. For example, the RRSP contribution deadline is March 1 in...
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