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Updated CRA Filing and Disclosure Rules for Bare Trusts

April 3, 2024 News
***CRA Update – March 28, 2024*** In recognition that the new reporting requirements for bare trusts have had an unintended ...
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Monthly Market Update – March 2024

April 3, 2024 Financial Planning Investments News
Last Month in the Markets: March 1st – 29th, 2024 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What ...
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Taxes Preparedness 101

March 11, 2024 News
This article list of deadlines and tips will help you prepare your tax returns and payments to Canada Revenue Agency ...
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What Happens If You Overcontribute to Your TFSA?

March 7, 2024 News
The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.   For 2024, the ...
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February Newsletter

February 14, 2024 News
Check out our Feburary 2024 newsletter! Chamber plan announcement RRSP deadline Fun recipe Click here to read the full newsletter!
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TFSA or RRSP?

February 7, 2024 News
Whether you should invest in a Tax Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP) is a ...
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2024 RRSP Basics

February 2, 2024 News
As each February concludes and RRSP contribution season ends, investors across Canada exhale feel a sense of relief and accomplishment. ...
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TFSA Basics

January 15, 2024 News
A Tax-Free Savings Account, more commonly known as a TFSA, is a savings that can hold cash as well as ...
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2023 Investment Review

January 10, 2024 News
Last Month in the Markets: December 1st – 29th, 2023 Last Year in the Markets: January 3rd -December 29th, 2023 ...
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Canadian Dental Care Plan

December 7, 2023 News
As outlined in its 2023 budget, the federal government has introduced the Canadian Dental Care Plan (CDCP). Who qualifies for ...
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August 2023 Newsletter!

September 19, 2023 News
Check out our August 2023 newsletter! Message from Rob Neil RESP Quick Tips Cyber Security Tips Advisor Spotlight – Stephen ...
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May 2023 Newsletter

September 19, 2023 News
Check out our May 2023 newsletter! Office Update LaCrete Office Opening Announcement Retirement Planning Tips Sweet Treat! Click Here to ...
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Contact Info

10715-102 Street
Grande Prairie, AB
Canada T8V 2X1

Monday-Friday: 8am – 4:30pm
Closed for Lunch: 12pm – 1pm
Weekends & Holidays: Closed

Phone: 780-539-5943
Fax: 780-513-2262
Toll Free: 888-274-0179
Email: info@neilandassociates.ca

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Insurance products, including segregated funds, are offered through Neil and Associates Inc., and Investment Representative Rob Neil offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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