RRSP vs. TFSA
Take Aways: TFSA and RRSP 1: Overview and Purpose 2: …
Financial Planning / Tax Planning
A Major Mistake Canadians Should Avoid with Their TFSA
Summary of Video Introduction to TFSAs Topic: Overview and Proper …
Financial Planning / Financial Planning for Business Owners
The Cost of Not Having a Financial Plan
Transcript What is the price of a financial plan? That …
Is an RRSP loan worth it?
February 29th is the deadline for contributing to an RRSP …
Canada Pension Plan (CPP) at 60 vs. 65 vs. 70
The Canada Pension Plan (CPP) is a cornerstone of retirement …
RRSP Contribution Period for 2023: A Look Back and Planning Ahead
As we close the chapter on the RRSP contribution period …
“Unlock the Secret Tax-Saving Strategies of the Wealthy”
In this eye-opening video, we dive deep into the exclusive …
Unlocking the Benefits of RRSP Contributions: A Timely Guide for Smart Financial Planning
As the RRSP (Registered Retirement Savings Plan) season approaches, it’s …
Financial Planning / Financial Planning for Business Owners
10 Reasons Clients Switch Financial Advisors
In the intricate world of financial planning, the relationship between …
Maximizing Tax Benefits with the First Home Savings Account (FHSA) in 2024
In 2024, Canadian first-time home buyers have a powerful tool …
Exploring Insured Annuities: A Key Tool for Retirement Planning in Canada
Insured annuities in Canada are a strategic blend of life annuities and life insurance policies, offering a reliable income source and estate protection for retirees. They provide stable income, tax benefits, and customizable options, making them an attractive choice for Canadians seeking financial security in retirement.
Empowered Mortgage Decisions: A Guide to Navigating Today’s Interest Rates and Mortgage Complexities
As we navigate through a period of higher-than-usual interest rates, …
Top 10 things business owners need to do for year-end
by Siobhan Harrop-Scott, CPB, CB, RPB Harrop Scott and Associates …
Retirement Planning / Risk Management
Do Retirees Need Life Insurance During Retirement?
Retirement represents a golden phase of life, marked by well-deserved …
Retirement Planning / Tax Planning
5 Common Retirement Mistakes to Avoid with Your Tax-Free Savings Account (TFSA)
The Tax-Free Savings Account (TFSA) is a powerful financial tool …
Financial Planning / Retirement Planning / Uncategorized
5 Ways Retirees in Canada Can Safeguard Their Assets for a Worry-Free Retirement
Retirement is a cherished phase of life, marked by relaxation …
Critical Illness and Disability Insurance: Vital for Homeowners
While many people understand the importance of life insurance, a …
Financial Planning for Professionals Preparing for Parenthood
For many busy professionals and business owners now looking to …
The 3 Forces Chipping Away at Your Retirement Savings in Canada: Taxes, Inflation, and Fees
Retirement planning is a critical aspect of securing your financial …
Financial Planning for Business Owners / Risk Management / Tax Planning
6 Ways Life Insurance Protects and Empowers Entrepreneurs
Life insurance is a powerful financial tool that provides business …
Financial Planning / Retirement Planning
Utilizing TFSA During Low-Income Periods: A Smart Financial Move
As you approach the milestone of turning 71, important decisions …
Financial Planning / Financial Planning for Business Owners
Financial Planning: 6 Steps to Creating Your Personal Financial Plan
Individuals and business owners face intricate financial challenges in today’s …
Financial Planning for Business Owners
5 Proven Tax Strategies for Business Owners
Today we unveil five proven tax strategies for business owners …
How to make the most of your tax return
As tax season comes to a close, many Canadians will …
The Dark Side of AI: Protecting Yourself from Voice-Based Scams
I recently read an article about a mother in Arizona …
