Category

How the proposed capital gains changes will affect you

Budget 2024 has proposed an increase to the capital gains inclusion rate, which will affect you and your business.

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May 1 2024 | Tax , Wealth Management

Five smart ways to spend your tax refund

Our financial planning experts at Avail Wealth have compiled five effective strategies to help you maximize the return on your refund.

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September 19 2023 | Estate Planning , Wealth Management

Free estate planning seminars

We are offering free estate planning seminars in Pincher Creek and Fort Macleod in September and October.

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December 5 2022 | Wealth Management

FREE Webinar - To stay or not to stay invested

"My Investments are down and the market is volatile. Should I stay invested in the markets?"

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February 14 2022 | Estate Planning , Wealth Management

Could your money be doing more? Book a Free Portfolio Review

If you’ve ever had questions about your investment portfolio, you’re not alone. We can help.

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September 13 2021 | Tax , Wealth Management

Three benefits of opening an RESP (Registered Education Savings Plan)

Now that kids are back in school, it's time to start thinking about saving for their future education.

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May 18 2021 | Wealth Management

What you should do, could do, and want to do with your tax refund

If you received a tax refund this year, our Wealth Management expert offers his suggestions on how best to use that money.

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February 1 2021 | Wealth Management

After a volatile year for markets, it's time for a free portfolio review

We cannot eliminate portfolio volatility, but we ​can use strategies to significantly minimize its impact.

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January 25 2021 | COVID-19 , Tax , Wealth Management

What to expect on your taxes if you received the CERB or CRB

Find our more about how each benefit might affect your taxes differently.

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March 3 2020 | COVID-19 , Wealth Management

Is your portfolio weathering the coronavirus?

A diversified portfolio beyond public equities can help you to manage volatility and risk.

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February 14 2020 | Wealth Management

Is your portfolio due for a checkup? It’s free.

​You schedule an annual checkup with your doctor, but do you take your finances just as seriously?

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