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Blog

Brian Barsness | Mar 24, 2025

Tax Tips for Filing Your 2024 Income Tax Return

Tax Planning
Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize
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Brian Barsness | Jan 20, 2025

TFSA vs RRSP 2025

Retirement
Tax Planning
Investments
When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax
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Brian Barsness | Jan 20, 2025

2025 Financial Calendar

Finance
Tax Planning
Lifestyle
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key
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Brian Barsness | Nov 5, 2024

Paying for Education

Investments
Finance
Post-secondary education can be expensive, however, having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of
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Brian Barsness | Oct 10, 2024

Socially Responsible Investing

Investments
Tax Planning
Lifestyle
wealth
Here's how to build wealth while making the world a better place.
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Older couple embracing on a boat overlooking a body of water
Brian Barsness | Aug 12, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Brian Barsness | Apr 8, 2024

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Brian Barsness | Mar 26, 2024

Ontario’s 2024 Budget Highlights

Tax Planning
Ontario's 2024 Budget keeps personal & corporate tax rates steady, extends gas tax cuts, and revises the OCASE Tax Credit. Discover how these changes affect you
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Brian Barsness | Mar 20, 2024

Permanent versus Term Life Insurance – What are the Differences?

Savings
You know you need life insurance – but you’re not sure which kind is best for you. There are two main kinds of life insurance:
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Brian Barsness | Mar 20, 2024

Tax tips to know before filing your 2023 income tax

Tax Planning
Unlock the secrets to maximizing your 2023 tax returns with our essential guide. From the new Advanced Canada Workers Benefit to crucial deductions for families
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Brian Barsness | Jan 10, 2024

Financial Planning

Finance
Tax Planning
wealth
Savings
Retirement
Investments
Lifestyle
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long-term financial goals and how you can reach
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Brian Barsness | Jan 10, 2024

Insurance Planning for Business Owners

Finance
wealth
Savings
Retirement
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to
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