Your Guide to Canada’s First Home Savings Account (FHSA)
The Government of Canada has recently introduced a new savings …
Reduce Taxes by Investing in Corporate Class
A corporate class mutual fund is an investment vehicle that …
“Protect Your Retirement Savings with an RRIF-Insured Bequest: A Comprehensive Guide”
An RRIF-Insured Bequest is a financial planning strategy that involves …
Retirement Planning / Tax Planning
“Maximize Your Savings: The Power of the RRSP Gross-Up Strategy”
RRSP season is here, and it’s time to start thinking …
Retirement Planning / Tax Planning
“RRSPs bring benefits during life, but could prove undesirable after death.”
Dying with a Registered Retirement Savings Plan (RRSP) can have …
Financial Planning for Business Owners / Retirement Planning / Risk Management
Protect Your Business to Propel its Value: A Must-Do Step
Succession planning is preparing a business owner for the eventual …
“Donate Smarter: Alternatives to Cash, Cheques, and Credit Cards”
Donating with cash, checks, or credit card is generally considered …
Financial Planning for Business Owners
Planning for Succession: A Crucial Piece of Any Good Business Strategy
While planning at a business level is essential, it is also imperative that business owners plan at an individual level. As a business owner, your own financial plan is critical to a successful succession plan.
Financial Planning for Business Owners
Benefits of Having a Buy-Sell Agreement and Buy-Sell Insurance
A buy-sell agreement is a legally binding contract between business …
How to Use Your CPP to Create a Legacy
“While the magnitude of the coming change doesn’t bother me, …
What is a Registered Education Savings Plan (RESP) and how does it work?
What is a RESP? RESP stands for Registered Education Savings …
Using Tax Loss Harvesting to Boost Your Portfolio
What is tax loss harvesting and how can it benefit …
Not all mortgage protection is created equal
1. What is mortgage insurance (creditor insurance) and what does …
How much do you need for retirement?
1. What is the Rule of 300 and how can …
Financial Planning for Lawyers
Insurance for lawyers who do not like Insurance
“Hmm, why must I pay for insurance when it only …
Financial Planning for Business Owners
How Key Person Insurance Can Protect Your Business
One of the most important aspects of any business is …
Should I work with a financial advisor near me?
As anyone who has ever managed their finances knows, financial …
Understanding the role of luck on your retirement income
Many people think of retirement as a time to relax …
Retirement Planning / Tax Planning
Three Ways Taxes Affect Retirement
Taxes are one of the things that deplete income and …
