Bequest Insurance

The RRSP contribution deadline this year is March 2, 2026. The maximum contribution you are allowed for the 2025 tax year can be found in the notice of assessment you would have received after filing your taxes in 2024. Below is a quick link to open a new online self directed account through modernadvisor.ca , a highly recommended online investment platform for investors who have long term stability in mind. As always, please feel free to reach out anytime. https://app.modernadvisor.ca/adv/jbergmans-a

app.modernadvisor.ca

Season's Greetings! Wishing you and your family a joyful holiday and a prosperous New Year.

"History may not repeat itself but it often rhymes." Mark Twain From a historical perspective, the last time the U.S. unilaterally enacted tariffs on incoming goods was the Smoot-Hawley Tariff Act that was signed into law by Herbert Hoover in 1930. Of course these events occurred well before my time but being a bit of an investment historian, knowing what happened in the past can be instructive in today's environment....

Made-in-the-U.S.A. Global Trade Tariff Turmoil “History may not repeat itself but it often rhymes.” Mark Twain From a historical perspective, the last time the U.S. unilaterally enacted tariffs on incoming goods was the Smoot-H…

Just a quick reminder : The deadline to contribute to an RRSP for the 2024 tax year is March 3 2025. Contributions made by March 3rd can be applied to your 2024 tax return.

Happy Holidays And All The Best In 2025!

One year $5mill travel insurance sample quote: 59yr old male - Single $150 - Family $262.50.

Travelling? You need Travel Health Insurance! Some common errors to avoid are: 1. Waiting until you leave Canada before applying. 2. Not checking travel advisories. 3. Not contacting the assistance centre before starting a claim. 4. Not paying attention to end dates for top-ups and extensions.

Investment strategies are typically built by focussing on the financial outcomes that an individual wants. This article is an interesting peak through the lens of taxation on investments which points to an investment asset shift which in turn will generate substantially better outcomes all around.

Optimizing Wealth Through Asset Re-Allocation If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility.

In the ever-evolving landscape of investment options, Segregated Funds, often referred to as "Seg Funds," have emerged as an appealing choice for investors seeking to balance growth potential and capital protection. These specialized investment products combine the features of mutual funds with the benefits of insurance, offering a range of advantages that make them stand out in the market. Principal Protection:...

The Best Features of Segregated Funds In the ever-evolving landscape of investment options, Segregated Funds, often referred to as “Seg Funds,” have emerged as an appealing choice for investors seeking to balance growth pot…

Wishing you and your family a safe and happy holiday season!