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Smith Falconer Financial Group

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    • Financial and Estate Planning
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  • Our Community

SFFG Insights

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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SFFG Insights

Archives

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December (4) November (2) October (3) September (2) August (2) July (3) June (1)
Projected net worth

Contributions

Smith Falconer Financial Group

February 25, 2024

We strongly believe that you should contribute to an RRSP as soon as you have the capacity to. This ensures that you maximize your ability to tax-shelter growth, for the benefit of your retirement yea...

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Tax Slips Checklist and Logo

Accounting

Smith Falconer Financial Group

February 11, 2024

We wanted to take this time, with tax season approaching, to highlight the benefits of working with an accountant.

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Mountain

Navigating uncertainty - on and off the mountain!

Smith Falconer Financial Group

January 28, 2024

We are proud to share another story from our valued team member, Meredith Mercer, as she attempts to conquer the seven summits.

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Bruce Flatt

Key takeaways from Bruce Flatt

Smith Falconer Financial Group

January 10, 2024

Bruce Flatt's opportunistic, long-term approach is one that Smith Falconer Financial Group (SFFG) holds in high-regard. Having access to the quality leadership of Brookfield is a competitive advantage...

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Psychology of Money book and tree logo

Wisdom for 2024 (and beyond!)

Smith Falconer Financial Group

December 31, 2023

As we welcome 2024, we wanted to provide some additional perspective from Morgan Housel on achieving long-term financial goals, to be incorporated into the New Year’s resolutions of our readers.

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Lois holding pen pointing to Projected Net Worth statement

Registered Retirement Income Funds (RRIFs)

Smith Falconer Financial Group

December 17, 2023

In the year that a Canadian turns 71, they must close their Registered Retirement Savings Account (RRSP). In order to keep retirement funds invested and tax-deferred, a RRIF can be opened.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.