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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Starting 2026 with a bang
1/13/2026
Review the latest Insights and Strategies.
Markets & Investing
Watch Video
Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
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Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
12/8/2025
Review the latest Insights and Strategies.
Markets and Investing
Tax-Free Savings Account (TFSA) at a Glance
12/4/2025
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
Tax Planning
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Registered Education Savings Plan (RESP) at a Glance
12/4/2025
Planning for a child’s future education?
Tax Planning
First Home Savings Account (FHSA) at a Glance
12/4/2025
Buying your first home is a big milestone and saving for it can feel overwhelming. That’s where the First Home Savings Account (FHSA) comes in.
Tax Planning
Registered Retirement Savings Plan (RRSP) at a Glance
12/1/2025
Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.
Tax Planning