News & Updates
The True North Blog
Taking the Risk Out of Retirement Income
May 27, 2024
For those heading towards or already in retirement, now is not the time to gamble with your future.
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Sharing is Caring – and More Tax Efficient
May 14, 2024
One way to stay a step ahead and to improve next year’s returns is income splitting.
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Four Reasons Why Every Business Leader Needs a Personal Financial Plan
May 6, 2024
A comprehensive business plan is widely recognized in entrepreneurship, where success hinges on unwavering dedication, strategic foresight, and navigating unpredictable financial landscapes.
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Digesting the Proposed Capital Gains Tax Hike
May 2, 2024
History, ultimately, will be the judge of the recently proposed capital gains tax hike. The Government argues the extra billions of dollars generated will be invested in programs that give people a fairer chance “to build a good, middle-class life”, but critics say this will deter the risk-taking capital that stimulates economic growth and penalize hard-working business owners and individuals.
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Managing Your Inheritance
March 22, 2024
Inheritance can be a life-altering event, representing both a windfall of opportunity, challenges and significant emotional challenges. While the influx of wealth can offer newfound financial security and opportunities for personal growth, it also presents a host of complex emotions and financial decisions to navigate.
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Income Tax Deadline Checklist
March 20, 2024
No sooner have you navigated the RRSP contribution deadline, then another key date looms into view – your annual income tax return. If only the world was so keen to remind you to watch movies or take a vacation!
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How to Strive for Family Harmony Amid Intergenerational Wealth Transfer
February 23, 2024
Canadian families are at the precipice of a massive intergenerational wealth transfer. Although this presents a once-in-a-lifetime opportunity for families to pass along their hard-earned wealth and values, it often comes at the cost of family harmony.
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Couples and Money – A Beautiful Partnership
February 14, 2024
According to The Beatles, money can’t buy you love but as many people will attest, money can certainly destroy. Paul McCartney was always the Fab Four’s hopeless romantic.
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Integrative Thinking: Merging Finances & Lifestyle
February 1, 2024
As we usher in the New Year, it's an opportune time to adopt an optimistic mindset and go beyond conventional financial planning. Integrative thinking, a concept that encourages a holistic approach to decision-making, can be a powerful tool in crafting a resilient financial and lifestyle plan. Have a read to find out more.
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Can We Finally Expect Interest Rate Cuts?
January 22, 2024
No one can really predict the future. But rewind to the end of 2022 and analysts were forecasting recessions, hard landings, and interest rate cuts. They never happened.
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How to Beat Blue Monday
January 15, 2024
When it comes to personal finances, January can be a month when the festive adrenaline eases and your own economic reality hits home. The cure lies in forward-thinking, a positive mindset and goal setting.
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Accumulation for Show, Decumulation for Dough
December 7, 2023
Even those who despise golf will likely have heard the saying, “driver for show, putter for dough.” The premise: that smacking the ball 300 yards looks great but the ability to get it in the hole is what determines success.
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The Incumbent’s Curse
November 25, 2023
Rooted in the safety of the familiar is a profound mindset known as the Incumbent's Curse; it can be both a guardian and a saboteur of your financial future.
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Making it Through the Retirement Risk Zone
November 11, 2023
As you approach retirement, there exists a zone of paramount importance that can either ensure the retirement you've envisioned or plunge you into financial uncertainty.
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Tax Tactics for the Wealthy
August 15, 2023
Navigating the breaks and rules to your advantage is a legitimate tactic to not only keep more money in your wallet but also fuel your family’s legacy, whether that’s through charitable donations, community work, or simply ensuring the kids’ and grandkids’ futures.
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