November 2023
Hello everyone,
We're almost into the final stretch of 2023, which has flown by again at breakneck speed!
It's time to start thinking about your year-end tax planning, whether it's implementing loss-selling strategies, considering charitable donations or intentionally deferring taxable income.
To help you see things more clearly, we have prepared a
list of elements to evaluate with the aim of overall wealth planning.
And if you'd like to enjoy the fall sunshine in the great outdoors, here are some
suggestions for pleasant trails to soak up fall colors.
See you soon!
Francis, Michael, Hossein, Jean-Marc and Kristopher
12 Common budgeting mistakes to avoid in early retirement
Image credit: Apple photo library
Don't sabotage a long and happy retirement. See what a financial advisor has to say about avoiding common budgeting mistakes.
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Ponant to journey through the St. Lawrence River in winter 2025
Image credit: Apple photo library
From January to February 2025, PONANT will offer four voyages through Canada's St. Lawrence River during the Boreal winter - a first for a cruise ship - aboard the hybrid-electric icebreaker, Le Commandant Charcot.
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