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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A wide range of possible outcomes stresses the benefits of diversification
5/8/2026
Review the latest Insights and Strategies.
Markets & Investing
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Why Early Planning for Brain Health Matters Now
5/8/2026
How cognitive change ripples through family finances.
Retirement & Estate Planning
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2026 Federal Spring Economic Update
4/29/2026
On April 28, 2026, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal government’s 2026 Spring Economic Update.
Tax Planning
Understanding Financial Markets and our Outlook in 2026
4/24/2026
A presentation from our Investment Strategy experts. Watch our latest Client Insights webinar.
Markets & Investing
Watch Webinar
War in Iran continues to raise uncertainty in markets as we approach Q1 earnings
4/8/2026
Review the latest Insights and Strategies.
Markets & Investing
Monitor and Protect Your Accounts Against Fraudulent Scams
Fraudulent scams are on the rise.
Life Events, Lifestyle & Technology
2026 Ontario Budget Highlights
3/30/2026
On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget.
Tax Planning