Hazel, a non-resident mother in Canada, invested CAD $200,000 across segregated funds and registered accounts...
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Welcome to our Financial Blog, offering insights and strategies for Canadians investing in the U.S. market. Get practical tips on wealth management, market trends, and saving strategies to help you achieve financial success while navigating cross-border opportunities.
Client Success
From Anxiety to Empowerment: How a Mom of 3 Gained
Zara, a working mom of three, turned $200K into $259K in 20 months using Ai...
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How Lisa Turned Her Insurance and Real Estate into $1.7M
Discover how Lisa transformed her locked insurance and real estate into $1.7M of cash flow....
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How Cindy Turned Smart Planning into $400K+: A Millennial Investment
Discover how a 95s-born newcomer used TFSA, RRSP, FHSA, and investment loans to build $400K+...
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One Canadian Economy Act: Breaking Barriers and Building a Unified
Discover how the One Canadian Economy Act transforms Canada’s internal market by removing provincial trade...
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Global Economic Outlook 2025: Risks, Opportunities, and Investment Strategies
The World Bank’s June 2025 Global Economic Outlook highlights slowing growth and rising uncertainty. Discover...
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Why Overreacting to Market Volatility Is the Real Danger for
Investment Planning Counsel’s Paul Punzo warns that emotional reactions to market swings can expose investors...
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Wall Street Revives Senior Banker Hiring as Confidence in M&A
Wall Street investment banks are ramping up hiring of senior executives in 2025 as markets...
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FHSA Eligibility: Don’t Miss Your Chance to Qualify | Financial
The First Home Savings Account (FHSA) is designed to assist first-time home buyers in Canada...
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5 Smart FHSA Investment Tips for New Buyers | Financial
Looking to boost your down payment with smart investing? The First Home Savings Account (FHSA)...
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Top 5 Reasons Parents Should Start an RESP Early| Financial
Thinking about your child’s future? Starting an RESP early can give them a major head...
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Top 5 Investment Loan Options for Small Business Owners in
Explore the top 5 investment loan options for small business owners in 2025. Find the...
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B.C.’s Deficit Hits Record as Debt Set to Surge by
British Columbia’s deficit for 2025-26 has reached a record $11.6B, with total debt projected to...
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Why Households Expect Inflation to Stay High: Global Survey Reveals
A new BIS global survey reveals that households worldwide expect inflation to remain significantly higher...
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One Canadian Economy Act: Breaking Barriers and Building a Unified
Discover how the One Canadian Economy Act transforms Canada’s internal market by removing provincial trade...
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Can Non-Residents Invest in Segregated Funds in Canada?Hazel’s Journey with
Hazel, a non-resident mother in Canada, invested CAD $200,000 across segregated funds and registered accounts...
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