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 …
Retirement Planning / Tax Planning
Taxes and the Three Stages of Retirement Income Planning
When it comes to retirement income planning, a key concern …
What are your values?
What is important to you about your retirement or your …
What is the new Tax-Free First Home Savings Account?
Last month the 2022 Federal budget was announced, and with …
Financial Planning for Lawyers
5 Retirement mistakes lawyers make
What Retirees Need to Know Why plan for retirement? You …
How emotions drive your investment decisions
Between 1980 and 1992, the most successful fund in the …
Should you appoint powers of attorney?
A power of attorney may be the most important document …
Have you started to save for retirement
Before you feel ready to retire, you will need money. …
