We hope this newsletter finds you and your family well and you had a wonderful February! Incredible how quickly it sailed by.

It was certainly a blur for us, as we closed out another busy RRSP season and want to thank you for your continued business, support and patience during this time.

As in the past, we have gathered a number of articles below that we hope you will find of interest. There is one in particular we wish to bring to your attention to as it may affect many of you. Please be sure to read the article outlining the new tax rulings for Trusts, which you may have, and not be aware of.

We are looking forward to continuing to work closely with you as 2024 continues to unfold.

Please stay safe, healthy and happy!

Karen, Janet, & Cathy

How Can We Help our Children Purchase a Home? 

With home prices as high as they are, coming up with a down payment may seem insurmountable! There is a lot to consider when it comes to helping the next generation get into real estate. 

Click the graphic below to learn what options are out there.

We're proud to be a part of Worldsource Wealth Management, and their matching campaign with Branch Out Neurological Foundation. They recently surpassed their fundraising goal, raising $55,000! The foundation focuses on research and drug-free treatment for neurological conditions.

We sincerely value your feedback and would be thrilled if you would take a minute and share your experience with others by leaving a brief Google review!