Joint ownership is becoming increasingly complicated and is not a simple and easy way to transfer wealth and avoid probate. Estate planning is an important piece of your financial plan, and the proper care should be taken.
Don't stress out during RRSP Season.
Instead of a lump-sum contribution, setting up a monthly investment is an easy and carefree way of contributings to your savings.
We kicked off 2017, with our Annual Market Outlook event, and were fortunate to have Philip Petursson share his entertaining and knowledgeable insight for the fourth consecutive year.
Many still wonder if it is worth the cost to hire a wealth professional. People think that, just by simply listening to the news, they will have sufficient insight into where and how to invest. This begs the excellent question: “Wouldn’t I be better off just keeping that fee for myself?” The answer, however, depends on what it is that you are looking for.
The latest Quarterly Market Update
It's that time of year...for Tax Planning Strategies - Here are ten strategies that can be utilized to help reduce taxes.
Check out the articles we've selected for our December 2016 edition of Insightful eNews.
We take a look at the tax benefits of spousal lending
Here is the latest Quarterly Market Update.
Does it make sense to take CPP early?