Insights, Articles & Publications

Canada has released the brackets for the 2023 tax year. Learn more about any changes and how they may affect your income.

This blog discusses how winter impacts the Canadian economy, from energy production to tourism.

This article will detail the Canadian Economy by sector and explain some of the country's main imports and exports.

Canada has released the brackets for the 2022 tax year. Learn more about any changes and how they may affect your income.

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.