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Your RRSP and TFSA contributions made easier

We are nearing the RRSP deadline of March 3, 2014 for contributions for the 2013 tax year. If you need to make a contribution and have already talked to your advisor about the amount that aligns with your life vision and goals, then you’re ready to transfer your funds. If you have a self-directed account  with B2B Bank or…

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Is your browser outdated?

After sending out our last e-newsletter we received an email from a user who was having difficulty with our calculators. We asked what browser he was using and learned that he was still using Internet Explorer (IE) 6. IE6 was released over 10 years ago and lacks support for many of the current web-standards that can make sites a pleasure…

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Upcoming Events

Good Friday

Friday, Apr 18th, 2014

We are closed on Good Friday reopening on Monday, April 21st.

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Easter Monday

Monday, Apr 21st, 2014
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Income Tax Filing Deadline

Wednesday, Apr 30th, 2014

Deadline for filing your 2013 personal income taxes.

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Quarterly Income Tax Instalment Due

Sunday, Jun 15th, 2014

“When a due date falls on a Saturday, a Sunday, or a holiday recognized by the Canada Revenue Agency, we consider your payment to be paid on time if we receive it on the next business day.” *Source: Canada Revenue Agency

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Paper weighing you down? We’re on a mission to safely remove unnecessary paper from your life, clearing out the clutter so you can focus on what’s really important – Life Aligned™! Here's how...

Is Financial Life Planning for Me?

Industry Updates

*Check on the newest updates as of February 24, 2014