by Haslam Financial | May 12, 2022 | News
While Canadians nearing retirement age have seen a doubling in the median value of both their assets and net worth since 1999, the prospect of a comfortable retirement remains out of reach for many employees, according to a new report by the C.D. Howe Institute. It...
by Haslam Financial | Apr 8, 2022 | 2022, Blog, News, tax
The 2022 federal budget contained few surprises, with the Liberal government following through on measures from last fall’s election related to housing affordability and a surtax on bank profits. But there was also a tax break for small businesses that may prove...
by Haslam Financial | Mar 11, 2022 | 2022, Blog, News, retirees
Over the next few years, the Canadian wealth landscape is expected to shift tremendously as an estimated $1 trillion intergenerational transfer changes hands from the Baby Boomers to succeeding generations. But as retirees and near-retirees prepare to pass on their...
by Haslam Financial | Dec 11, 2021 | Blog, News
As we approach the end of the year, you may be thinking about charitable giving options. The Giving Report 2021 found that 55% of charities have seen a drop in revenues over the last year resulting in many charities in need of donations. Not only do charities need...
by Haslam Financial | Sep 23, 2021 | News
Supporting forward-looking companies rather than punishing “bad actors” brings money off the sidelines, says Jack Manley of J.P. Morgan Asset Management Long-term attention to environmental, social and governance (ESG) principles is a natural antidote to dangerous...
by Haslam Financial | Sep 17, 2021 | Blog, Family, insurance, News
For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance. The 4 areas of personal insurance a...
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