The Corporate Solutions Team, Inc

05/29/2026

Education funding and mortgage renewals are two hot topics for families today in relation to their financial planning. Learn more about your options here.

Some fresh insights and hot data reports from May. See our take on some key news items from the month.

Email from The Corporate Solutions Team Inc Bring on Summer! May Newsletter   Some common headlines in May, generally revolve around the "sell in May, and go away' slogan and the unofficial start of s

04/30/2026

Don't forget today is the deadline to file your personal income tax return (if you are not self employed).

Her is a little update on the markets during the month of April.

https://conta.cc/4mY3sdv

Email from The Corporate Solutions Team Inc April 30th Tax Deadline to File April Newsletter   Sometimes its hard to tell when a market cycle has hit bottom, but the latest trigger in early April was

03/26/2026

We have been approached by a few clients asking about reverse mortgages in Canada and if its something they should consider for themselves. You haven't run out of money, you just can't always access it.

Moving isn’t always just a financial decision: it’s where life’s happened.

So when people are told to “just downsize,” it doesn’t always sit right.

For some homeowners, there’s another way - accessing the value they’ve built while staying put, without monthly repayments, and without it being treated as taxable income.

Find out everything you need to know at https://lnkd.in/eaciSzYp

Got questions? Contact myself, Stephanie Serra or 🍁John R. Di Cesare anytime.

*We do not officially endorse the two major reverse mortgage lenders: Home Equity Bank (CHIP) OR Equitable Bank.
Activate to view larger image,
text, application, chat or text message

01/31/2026

A little perspective from us as we head into the 2026 RRSP season.
Don't forget to make your top up or annual contribution before March 2, 2026

Email from The Corporate Solutions Team Inc RRSP Season is Here January Newsletter   The constant theme of market volatility continues for yet another month. January has kicked off with with a lot of

10/01/2025

Welcome to October! We have 3 months left in 2025! Time to focus on completing goals for 2025 and establishing new ones for 2026.



https://conta.cc/3VJRgjR

Email from The Corporate Solutions Team Inc October is here - 3 months left of 2025 September Newsletter   September was a very short and quick month, or so it seemed. The month saw markets continue t

08/29/2025

Wishing you a safe and happy Labour Day Long weekend! Enjoy the news over the last unofficial weekend of summer.

Back to School on Tuesday - Watch for kids!



https://conta.cc/3UVb2bM

Email from Labor Day Long Weekend is Here August Newsletter   The month of August saw markets continue to overcome headwinds and reach for new highs. The S%P 500 was up 1.3% for the month totaling 9.7

08/27/2025

Come see us at the one of a kind Harvest Festival! Jordan Waldman

07/01/2025

Happy Canada Day!
Enjoy the June Newsletter while spending some down time this holiday Tuesday.

https://conta.cc/4nuTUql

Email from The Corporate Solutions Team Inc Happy Canada Day! June Newsletter   The month of June saw markets continue to rally from their lows and head towards new market highs. Cooler heads are prev

04/30/2025

Click the link to read the April newsletter. This month we highlight two estate planning tips/techniques in our news articles.

https://conta.cc/3SbXRlk

Email from The Corporate Solutions Team Inc April Newsletter   The theme of volatility has continued through the month of April. As President Trump kicked off April with warnings of extreme trade tari

08/31/2024

An easy read for the long weekend

Happy Labour Day Long Weekend Monthly News & Updates June 2024 - [email protected]   Tax Deductible Interest?  A popular strategy for Canadians is to use borrowed money to invest. Those in