Devon Lowe

The latest Bloomberg Nanos Canadian Confidence Index reveals a shift in consumer sentiment, particularly about real estate. Despite broader economic concerns, optimism is growing around housing values. This article offers insights worth your attention.

Canadian Housing Sentiment Rises | Canadian Real Estate Wealth Canadian consumer confidence was marginally positive as of May 30, 2025, driven by rising optimism about real estate values, even as broader economic outlooks remain cautious.

Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management highlighted the importance of estate planning, revealing that over half of Canadians lack an estate plan despite the country facing its largest intergenerational wealth transfer and emphasized the importance of early preparation, citing insights from the 2025 IG Wealth Management Estate Planning Study. Read the full article: https://ow.ly/8Boi30sNgbn

The tax deadline is approaching!

📌 April 30: Deadline for employees to file their 2024 tax returns
📌 June 16: Deadline for self-employed individuals

Now’s the time to get your documents in order. Here’s a quick checklist to keep you on track:
✅ T4 slip for employment income
✅ T4RSP or T4RIF for retirement account income
✅ T3, T5, T4A, or T5008 slips for other investment income
✅ RRSP contribution receipts
✅ Charitable contribution receipts
✅ Carrying charges, interest, medical and other expenses

Are markets turning around? Host Kris McCusker of The Big Story podcast speaks with Philip Petursson, Chief Investment Strategist at IG Wealth Management, about the signs of a potential market recovery. Listen now: https://ow.ly/aOBu30sLxMB