Filo Financial Solutions
Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
Your Money
1/26/2023
University of Calgary
Raymond James
Neighbours of Bearspaw
1/18/2023
February 2023
Raymond James
Neighbours of Bearspaw
1/18/2023
January 2023
Raymond James
Neighbours of Bearspaw
12/30/2021
December 2021
Raymond James
Read
2026 Tax Reference Cards
1/29/2026
Explore our tax cards.
Tax Planning
Read
5 Tax-Efficient Ways to Build Wealth in Canada
1/28/2026
Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.
Tax Planning
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10 Ways Tax Planning Can Improve Your Life
1/23/2026
A lasting legacy doesn’t happen by accident.
Tax Planning
The Value of Tax Planning
1/21/2026
Keep more of what you earn through proactive, personalized strategies.
Tax Planning
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Starting 2026 with a bang
1/13/2026
Review the latest Insights and Strategies.
Markets & Investing
Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
12/8/2025
Review the latest Insights and Strategies.
Markets and Investing