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
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2026 Saskatchewan Budget Highlights
3/20/2026
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
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2026 Quebec Budget Highlights
3/19/2026
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
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How Women Are Transforming the Wealth Conversation
3/19/2026
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
Life Events, Lifestyle & Technology
Know the Common Fraud Scams
3/11/2026
There are many fraud scams out there, it’s important to know what they are.
Life Events, Lifestyle & Technology
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Iran strikes cap off a dizzying month of newsflow and volatility causing events
3/9/2026
Review the latest Insights and Strategies.
Markets & Investing
Rewriting the Narrative
3/9/2026
5 Myths About Canadian Women and Wealth
Life Events, Lifestyle & Technology
Give to Gain: Redefining Resilience
3/6/2026
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology