In part 1 of this series, Cary and Marshall kick off with an exciting agenda:

- Firm Update: Discover the latest enhancements to our website, including new navigation bars and updates to our services such as Digital Risk Advice and Insurance Advice.

- Digital Risk Quiz: Learn about our new digital risk quiz, developed to help you assess and enhance your online security effortlessly.

- Tax Planning: Stay ahead with our tax planning tips, especially with the new capital gains inclusion rates, and get maximize your savings with our review of TFSA, RRSP, and FHSA contribution limits and deadlines.

- Market Returns: Get the inside scoop on 2024 market returns, including the stellar performance of U.S. growth stocks and the power of diversification.

- Bitcoin ETF Launch: Hear about the successful launch of BlackRock's Bitcoin ETF, raising $50 billion, and why education and caution are key with cryptocurrency investments.