Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before …
A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income…
Portfolio Analysis
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash…
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for…
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?”…
Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before …
Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to …
Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be …