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The Team
Team Bios
Key Concepts
What Our Clients Are Saying
“Life is More”
Stewardship
Pension-Style Process
Ethics
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Funding Your Needs
Consulting
Serving Clients
Your Financial Well-Being
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Savings
RRSP deadline and finding your personal limit
January 4, 2024
Paul Perrone
Financial Blog
February 29, 2024Â is the last day to make an RRSP contribution for the 2023 tax year.Â
Read More
Protect yourself against the new AI scam
December 28, 2023
Paul Perrone
Financial Blog
To gain your trust, scammers contrive false scenarios to create a sense of urgency and then pressure victims
Read More
Blessings of Generosity
December 21, 2023
Paul Perrone
Financial Blog
Research demonstrates that those who practice generosity are happier, healthier, improve...
Read More
TFSA contribution limit increase
December 14, 2023
Paul Perrone
Financial Blog
The Tax-Free Savings Account (TFSA) contribution limit will increase in 2024 to $7,000 (from$6,500)
Read More
First Home Savings Account has been introduced!
December 4, 2023
Paul Perrone
Financial Blog
The new First Home Savings Account (FHSA) has been introduced to try and help Canadians save
Read More
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