Blog

Cutting Through the Noise


January 16, 2025

By David Toyne

CPP, OAS, and other key retirement numbers to know for 2025

We chat with Certified Financial Planner Owen Winkelmolen about the important numbers for 2025 that investors should be aware of, including contribution limits for TFSAs, RRSPs, and FHSAs; and the updated CPP, OAS, and GIS benefits.

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January 9, 2025

By David Toyne

Estate planning: The importance of a legacy binder

In this Coffee Break, estate lawyer Lucy Main discusses the concept of a 'death binder' and how it can be an invaluable tool for executors.

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December 23, 2024

By David Toyne

Charitable giving part II: Philanthropy strategies for Canadians

In Part II of our discussion with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, we dive into actionable ways Canadians can elevate their giving, from leveraging donor-advised funds to gifting appreciated securities.

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December 9, 2024

By David Toyne

Charitable giving: How to make an impact

In this Coffee Break, we chat with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, about the many benefits and impacts of charitable giving.

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November 25, 2024

By David Toyne

CPP enhancements explained

Financial planner Jason Yee breaks down the recent changes to the CPP and their impact on your retirement planning.

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November 12, 2024

By David Toyne

Top client concerns: Talking shop with financial planner Brett Martinson

Financial planner Brett Martinson shares some of his clients' main financial concerns, from political and market uncertainties to inflation worries, and the advice he provides.

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October 28, 2024

By David Toyne

Choosing the right executor: Expert tips from Margaret O'Sullivan

Thinking about who should be the executor of your will? Estate lawyer Margaret O'Sullivan offers some helpful advice.

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October 15, 2024

By David Toyne

Do U.S. elections impact your investment returns?

With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

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September 16, 2024

By David Toyne

Executors: Everything you need to know

In our latest Coffee Break, we explore the crucial roles and responsibilities of an executor with estate lawyer Margaret O’Sullivan.

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