Dear clients and friends, International trade has long been a pillar of Canada’s economic strength, and for over a century, our biggest trade partner has been our neighbour to the south. But global dynamics are shifting, and Canada is now exploring ways to reduce its dependence on the U.S. Many investors are now left wondering: […]
The 3 I’s
Inclusion Rate, Interest Rates and Inflation As June begins and summer starts to shine in the beautiful Okanagan, we hope you’re able to enjoy every moment! The season brings a sense of renewal and relaxation, and we’re excited to share some important updates that might impact your financial plans.Hot Topics this MonthCapital Gains Inclusion Rate […]
Navigating a Dynamic Market Landscape, with David Fingold
Dear Valued Clients, Friends, and Fellow Investors, As we have welcomed in the New Year, I extend my heartfelt wishes for ongoing success and prosperity in 2024. The financial landscape presents us with a myriad of speculations and opinions, setting the stage for a year of possibilities. Notably, the recent decision by the Bank of […]