Update: CRA announced on 3/28 that Bare Trusts are now exempt from trust reporting requirements for the 2023 tax year. Learn more here
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Navigating High Rates:
Investing for the Long Term

Investors face unique challenges and opportunities in the current financial landscape. Many have focused on high interest-savings accounts and shorter-term investments due to the current inverted yield curve, where shorter term rates are often higher than longer term rates. However, those shorter-term segments could experience a downward rate trend with the expected reductions in the bank rate later this year by the Bank of Canada. A more strategic approach that includes longer-term investing in GICs in the present time should be considered before these opportunities disappear. In this post, we explore certain strategies for navigating this environment and positioning portfolios...

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Introducing: The Fiscal Agents
Money Management Newsletter

Introducing the Fiscal Agents - Money Management Newsletter

Get our best rates, recommended reads, free guides and more, directly in your inbox Introducing the Fiscal Agents Money Management Newsletter! For years, we've been delivering free, timely content to subscribers each month - including a snapshot of our top rates, interesting and timely news articles we think are of interest to our audience, as well as free-to-download publications and guides. Sound compelling? Here's a better idea of what you can expect every month: Subscribe today! Interested in giving our newsletter a try? Simply give us your name and email address in the form below. It's completely free, and you...

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