Filo Financial Solutions
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
Market Perspectives
7/11/2025
Trump turns up the heat on Canada, raising tariff threat to 35%.
Markets & Investing
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Market Perspectives
7/10/2025
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
Markets & Investing
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Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
7/3/2025
Review the latest Insights and Strategies.
Markets & Investing
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Gifting or Donating as an Attorney for Property*
7/3/2025
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
The Value of Estate and Trust Planning
7/2/2025
Protect your family and your legacy.
Retirement & Estate Planning
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8 Steps to a Smoother Estate Transfer
6/17/2025
Preparation today secures tomorrow.
Retirement & Estate Planning
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Insights and Strategies
6/6/2025
Trade war skirmishes continue.
Markets & Investing