Resources & Articles

Financial Planning & Wealth Management


Charitable GiftingDecember 22nd, 2022

As the holiday season nears, many Canadians will make the bulk of their charitable donations for the calendar year. While many of us may not...
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The Tax Free Savings AccountNovember 28th, 2022

In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to save for their financial goals.  The TFSA...
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Inheritance PlanningNovember 22nd, 2022

John and Mary have worked hard throughout their lives to build a successful business. Each of their three children have worked in the business in...
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Use of a Professional Corporation on RetirementNovember 18th, 2022

For professionals, the use of a Professional Corporation (PC) can provide key benefits in terms of income splitting and income tax deferral.  However, professionals often...
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EXECUTOR: Whether to Accept This RoleNovember 8th, 2022

Individuals may be asked to take on various roles in respect of loved ones, friends, clients, or others. One role that is particularly riddled with...
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Saving For Your First HomeSeptember 22nd, 2022

Saving for a first home can be a significant challenge for many, especially when the price of the average home in Canada is nearly $630,000....
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Crisis Proofing Your BusinessAugust 31st, 2022

The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected,...
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RESP Withdrawal OptionsAugust 10th, 2022

So, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They...
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Special Needs PlanningJune 21st, 2022

Recall your last vacation? How much time did you spend planning where you were going, how were you going to get there, and what activities...
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12 Tips to a Brighter FutureJanuary 25th, 2022

Create a budget and include lump sum items such as vacation and gifts. Ensure you allocate funds to savings because there is no such thing...
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