Resources & Articles
Financial Planning & Wealth Management
Charitable Gifting
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 Account
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 Planning
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 Retirement
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 Role
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 Home
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 Business
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 Options
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 Planning
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 Future
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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