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2024 Federal Budget Commentary
This article will provide commentary on the key budget tax and economic takeaways, measures, and proposed changes faced by Canadians and businesses.
Southwest Facility Foundation Stark & Marsh Contribution
January 18th, 2024 is the final deadline for CEBA loan repayment.
Bare Trusts | Exempt from 2023 Trust Reporting Requirements
January 18th, 2024 is the final deadline for CEBA loan repayment.
Wealth Management Resources
Do I really need a financial plan?
INFOCUS PODCAST DO I REALLY NEED A FINANCIAL PLAN? Recorded on March 5, 2024 In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, welcomes Gord Hardie, CFP®, CIM, VP of Financial Planning at TriCert Private Wealth, to discuss the importance of...
Disability Insurance
WEALTH MANAGEMENT RESOURCE DISABILITY INSURANCE Who benefits the most from Disability Insurance?Are you a self-employed individual or a contractor? You may be aware that as such, you are not contributing towards the Workers Compensation Board (WCB) or Employment...
First Home Savings Account (FHSA)
WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA)Program DetailsA First Home Savings Account (FHSA) is a registered plan that can help you save for your first home tax-free. No minimum balance is required to open an account, and a full range of investment...
Psychology of Selling Your Business
WEALTH MANAGEMENT RESOURCE PSYCHOLOGY OF SELLING YOUR BUSINESSWhether you’re an established business proprietor, a generational business owner, or an entrepreneur, you've put your heart and soul into building your company.Still, there comes a time when you need to...
Staying Calm When Markets are Volatile
WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILEWhy avoiding short-term performance figures can be a sound strategyIn times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of...
How to Financially Prepare for Divorce
WEALTH MANAGEMENT RESOURCE How to Financially Prepare for DivorceHow Jane financially prepared for divorceJane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the financial strain...
What is a Trusted Contact Person?
WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON?A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being.What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...
Charitable Gifting
WEALTH MANAGEMENT RESOURCE Charitable GiftingWhile many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...
Financial Confidence – Women and Finances
WEALTH MANAGEMENT RESOURCE FINANCIAL CONFIDENCE - WOMEN & fINANCESAs a woman, regardless of age, employment status, or marital status, one of the key objectives of the financial planning process is to help you gain the financial knowledge you need to take charge...
AgriBusiness Resources
Ag Outlook 2024
NEWSEvent Details Ag Outlook event takes place every year, and for the current year, it occurred on January 24th, 2024, with options for both in-person and virtual participation. If you're interested in obtaining a recording of the event, please get in touch with...
AgriStability New Client Packages
agribusiness newsAgriStability New Participant Packages Rick Redekop with Stark & Marsh outlines what you need to know for completing the New Participant Package for AgriStability.Questions about the AgriStability? Submit your questions directly to Rick and...
Drought Assistance Tools & Resources for Producers
AGRIBUSINESS RESOURCEDrought Assistance Tools & Resources for Producers If you are a Canadian Producer experiencing drought, we encourage you to review the list of funding resources below.Government of Canada announces $100 million in AgriRecovery funding to...
Business Resources
Navigating the transition of your business: Why the time is now
RSM US LLP’s webcast will explore the importance of planning early for your business transition with best practices and real scenarios
What are the benefits of managed payroll?
Managed payroll, also known as payroll outsourcing, can decrease risk, increase accuracy, protect sensitive data and better support your business.
7 reasons to consider payroll outsourcing
Managed payroll, also known as payroll outsourcing, can decrease risk, increase accuracy, protect sensitive data and better support your business.
TAX Resources
2024 Federal Budget Commentary
This article will provide commentary on the key budget tax and economic takeaways, measures, and proposed changes faced by Canadians and businesses.
Bare Trusts | Exempt from 2023 Trust Reporting Requirements
January 18th, 2024 is the final deadline for CEBA loan repayment.
2024-2025 Saskatchewan Provincial Budget Highlights
January 18th, 2024 is the final deadline for CEBA loan repayment.
The Real Economy
Canadian economy grew by 1%, ending 2023 on a positive note
The Canadian economy seems to have bottomed out and be on the rebound, growing by 0.2% in the fourth quarter of last year and by 1% on an annualized basis…
Canada’s inflation excluding shelter hit target in January
Canada’s consumer price index dropped to 2.9% in January, led by lower year-over-year figures in gasoline prices. On a monthly basis, prices stayed flat.
Canada’s job market exceeded expectations, adding 37,000 jobs
Nearly two years into a cycle of steep interest rate increases and after half a year with the policy rate at 5%, the economy added 37,000 jobs in January, far exceeding expectations.