Christmas 2015 Holiday Hours

On Thursday December 24th 2015 our office will be closed as of noon for our Christmas holiday. Our office will reopen for regular business on January 5th 2016. We apologize for any inconvenience this may cause. We will endeavor to check voicemails and emails sporadically throughout the week in case of emergency and we will be happy […]

Petition to Stop the TFSA Rollback

On December 7, 2015, MP Peter Kent sponsored an online petition that calls on The Minister of Finance Bill Morneau to leave the annual TFSA contribution at $10,000. This would reverse Justin Trudeau’s campaign promise to roll it back to pre-2015 levels. We are asking our clients and fellow advisors to please consider signing the petition, if […]

Closed for Christmas Lunch

On Friday December 11th 2015 our office will be closed as of noon for our annual Christmas lunch. We apologize for any inconvenience this may cause and we will be happy to assist you when we return first thing Monday morning. Happy Holidays!

One of Canada’s Top Independent Offices

Craig & Taylor Associates is proud to have been chosen as one of Wealth Professional Magazine’s Best Independent Offices in Canada for 2015! Take a look at our article on page 29 in the October issue.  

Update on Greece

Over the past several years, Greece has been in the midst of a sovereign debt crisis triggered by one of the world’s highest level of government indebtedness. Greece agreed to bailout programs conditioned on strict austerity programs and structural reforms. Recently, talks between the Greek government and European officials hit an impasse and as such, […]

2015 Federal Budget

2015 Federal Budget Receives Royal Assent Finance Minister Joe Oliver welcomed the Royal Assent of the Economic Action Plan 2015 on June 24th. Specific budget elements will affect Canadians’ personal finances, individual investments and small businesses. Tax-Free Savings Accounts and RRIF minimum withdrawls top the list of changes. It is important to review these changes […]

2014 RRSP Deadline

The 2014 RRSP Deadline is Fast Approaching! March 2, 2015, is the deadline for contributing to your RRSP for deduction on your 2014 tax return. Whether you should rush to get this done depends on many factors. Your marginal tax rate, your 2014 deduction room, future income and tax rates in retirement are just a few considerations. […]

Accounting & Tax Preparation

Craig & Taylor Associates is proud to announce a new strategic relationship to meet our clients’ accounting and tax preparation needs. We have selected Ginsberg Gluzman Fage & Levitz, a firm founded by it’s original partners in 1946. Today with 11 partners and a staff of more than 70, the firm ranks in the top 10 […]

30 Years of Business in Ottawa

In March 1985, Shawn Craig and Jerry Taylor came together with a common vision and formed a partnership focused on retirement planning to serve the people of the Ottawa region. Their partnership and shared philosophy formed the foundation of Craig & Taylor Associates. That original philosophy continues to inspire us all with a passionate dedication to assisting clients achieve their financial […]

Oil Update From Calgary

Craig & Taylor Associates’ planners and advisors constantly keep abreast of the topics and market changes that matter to our clients. In 2015, we look forward to sharing more market updates and relevant information received from our industry partners with our clients. For instance, the recent decline in energy prices have prompted questions about the energy sector […] | Craig & Taylor Associates and Insurance Agency Ltd Copyright © 1985-2014. All rights reserved.