Autumn 2020 Newsletter

As the summer season comes to an end, it is clear that change is the only constant! Please take a look at our Autumn 2020 Newsletter for some updated perspectives on our new reality!...

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Summer 2020 Newsletter

The summer season is upon us! In an effort to stay connected with you while the office remains closed, we have prepared a summer newsletter and continue to be available to you remotely....

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Financial Planning & Insurance

An important part of any financial plan is an exceptional investment strategy for wealth creation and preservation. At Canaccord Genuity, we take a team-based approach to ensure your financial affairs are structured to best suit your objectives....

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Resources for you and your family

The purpose of the articles below are to help you keep your children busy during these unprecedented times. We have included links to math, reading, science, art, and geography websites that can help stimulate learning for your young ones.  ...

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My Business Magazine Article

Penni began her career over 20 years ago and has progressed from various roles in the industry to become a successful Investment Advisor in Calgary. In addition to having a career she loves, she is also a small business owner and mom of two....

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Invest in your future with an RRSP

Whether you are entering retirement or just beginning to save, make a Registered Retirement Savings Plan (RRSP) the cornerstone of your retirement plan. Your RRSP is a powerful tool to help you save for your future while benefitting from tax deferral...

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Make 2020 Less Taxing

Tradition has it that at the turn of the year, we make resolutions for self-improvement. If you are looking for ideas, what better place to begin than with your financial well-being....

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Tax Loss Selling 2019

As we head towards December, investors should begin thinking about the year ahead and planning for potential tax losses –...

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Why Women Don't Purchase Enough Life Insurance...And Why They Need More

According to a new study by online life insurance agency Haven Life , there is a major gender gap when it comes to life insurance and women...

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The top 10 year end tax tips for investors

I thought you might like this story from the Globe and Mail...

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