The Prittie Perspective
We provide client communication touch points that provides many valued added features and benefits such as economic and market updates, quarterly newsletters and mature client oriented publications.
The impact of rising interest rates is being felt by many Canadians and has resulted in higher costs for all of us in many ways. With the United States Federal Reserve having raised interest rates by another 0.75% in September, The Bank of Canada will be following suit with a rate increase in the near future to protect the dollar from sell-offs in favour of US currency.Read More
Family businesses, high net worth individuals and professionals require distinctive succession and estate planning and this is in greater demand than ever before. However, it is not getting done! Furthermore, in the past 10 years, corporate income splitting and non-active business income restrictions have been imposed resulting in more taxes. Personal tax rates have increased from 46.41% to 53.53% and dividend tax rates have also increased from 31.34% to 47.74%.Read More
With interest rates continuing to rise, and housing markets beginning to cool, if you’re considering a home purchase anytime soon, it’s a good idea to revisit some mortgage fundamentals to ensure you’re in the driver’s seat when it’s time to put in an offer. Pre-approvals, home appraisals and financing conditions are three key components to a successful home purchase. So how do they all fit together?Read More
Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.
Please be reminded of the following process to ensure no delays are encountered for funding requests.Read More
Family businesses are the backbone of our economy, and their future success is critical. Over the years, many successful family business owners have told us that they have not completed a proper succession and estate plan.Read More
Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients.Read More
After a very comforting run up in values post covid March 2020, it’s been a tough start to the year that has left the American S&P 500 stock index (“S&P 500”) now in official bear market territory. Our home-based Toronto Stock Exchange (“TSX”) has followed a similar path for the…Read More
When preparing an asset allocation strategy for your specific objectives, it is important to not let the allure of high returns in “excess” of the benchmark lure you into a portfolio not suited for your risk tolerance. Over the course of your lifetime, your risk aversion in all aspects will continually change, but this is especially true as you near retirement.Read More