Smith Falconer Financial Group
The beneficiary or beneficiaries of your assets, are the individuals, trusts, corporations or charitable organizations to whom you choose to leave your property, after your death.
In April, Deputy Prime Minister and Finance Minister Chrystia Freeland presented the 2024 Federal Budget. In order to provide “a fair chance to build a good middle-class life”, the approach focuses on...
CIBC recently published the 2024 Big Picture Chart, to demonstrate the benefits of long-term investing through all market and economic conditions.
With confidence, experience and a long-term strategy, investors are best positioned to achieve their long-term goals.
In March, Smith Falconer Financial Group was proud to host Mimi Hijleh, Partner, EdgePoint Wealth Management, for a session focused on financial literacy.
We thank everyone who has contributed to her efforts. We invite all to support the Canadian Cancer Society through this inspiring initiative.
The distinction between invested capital and book value is an important one to make, when understanding one’s investment account performance.
We hope that you can benefit from our explanations of our “top ten” acronyms.
To make the collection of tax information as efficient as possible, we are sharing our Tax Slips Checklist, which is available on our website.
