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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Legacy in Action: Philanthropy, Planning & Purpose Across Generations
11/21/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
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Federal budget sets the tone for more business investment in Canada
11/6/2025
Review the latest Insights and Strategies.
Markets & Investing
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2025 Federal Budget Highlights
11/4/2025
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
Tax Planning
November is Financial Literacy Month
11/3/2025
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology
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RRSP, TFSA, or FHSA: Choosing the Right Savings Plan for Your Goals
10/31/2025
When you’re setting money aside for your future, Canada offers three powerful registered accounts.
Tax Planning
A Professional's Future
10/29/2025
Making sense of competing priorities.
Life Events, Lifestyle & Technology
Deciphering Stock Market Moves in an Uncertain Economy
10/24/2025
Watch our latest Client Insights webinar.
Markets & Investing