Insights, Articles & Publications

This article will talk about the current state of inflation in both Canada and the United States.

Top financial services companies, like Ontario-based Holmlund Financial – Optimize Wealth Management, focus on providing a seamless customer experience.

Finance Minister Chrystia Freeland tabled the 2022 Federal Budget on April 7, 2022. Housing and affordability took the main stage with numerous measures aimed at tackling housing access, affordability, and improvements. There are no broad-based tax increases on individuals or corporations. The capital gains inclusion rate remains at 50% and there’s no real change to the principal residence exemption.

While the common house cat might not be your first pick when thinking of animals to model your investment style after, your favorite furry friend has several qualities that might be helpful to your investment outlook.

A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.

Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance.

If you've been considering whether or not to incorporate your small business, weighing these pros and cons may help make your decision easier.

You've decided to incorporate your business, but where to start? This quick guide will walk you through the process to get you started.

If the odds of winning the Powerball jackpot are one in 292.2 million - why play? We explore who tends to gamble the most, why they do it and the problems it can create for some.

Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.