You’ve maxed out your RRSPs and TFSAs, you have more assets than you will use through in your lifetime, and you want to efficiently give either to...
Three Unexpected ways to Use Life Insurance
read more
Giving Back 2024
We were honored to support many meaningful causes. Here are some of the organizations we had the opportunity to support this past year. Edmonton...
HOW YOU CAN PREPARE FOR RETIREMENT
As you prepare for your retirement, we know that although it is an exciting time, it can also be a bit nerve-wracking as you move from earning an...
QUESTIONS FROM CLIENTS: WHAT IS PROBATE?
Do you know what probate is? In this video, Kelley Doerksen, CFP® explains what it is as well as when and why it might be needed. You will also...
QUESTIONS FROM CLIENTS: HOW TO DONATE A LIFE INSURANCE POLICY TO CHARITY?
Today we are sharing a charitable giving strategy that can be implemented as part of your overall estate plan. Watch our video here:...
QUESTIONS FROM CLIENTS: HOW ARE MY ASSETS TAXED AT DEATH?
A common question we often get from clients is how assets are taxed at death. Watch our latest video here: https://youtu.be/V-IY0VnNaZU Today we are...
UNDERSTANDING RDSP ACCOUNTS: TAXATION OF RDSP’S
This is the third and final part in our series on RDSP accounts or Registered Disability Savings Plans. Watch here: https://youtu.be/pGHOkJa8FX8...
WHAT IS THE TAX-FREE FIRST HOME SAVINGS ACCOUNT?
The recently introduced First Home Savings Account (FHSA) offers an opportunity to tax-shelter money to be used for a home purchase for eligible...
Understanding RDSP Accounts: Working with RDSP’s
This is Part 2 in our 3-part series on RDSP accounts or Registered Disability Savings Plans. Today we are talking about working with RDSPs. RDSPs...
Client Retirement Stories: Joanne
We are asking our retired clients to share their experiences as inspiration for those of you approaching retirement. Here is Joanne's experience of...
Understanding RDSP Accounts: The Basics of RDSP’s
This is a three-part series in which we review RDSP Accounts (or Registered Disability Savings Plans). Today we are going to discuss the basics of...
Important 2022 Tax Filing Information
The following is general tax filing information that may or may not apply to you. Our clients will be receiving a tax package from their Portfolio...
2022 RRSP & 2023 TFSA CONTRIBUTIONS
This will serve as a friendly reminder of the contribution limits and cut-off dates for RRSP and TFSA contributions if you are planning to make one...
QUESTIONS FROM CLIENTS: WHAT IS A RIF & HOW DOES IT WORK?
Today we’re talking about another common question from clients - what is a RIF and how does it work? A RIF is simply a conversion from your...
A CREATIVE METHOD TO MAKE CHARITABLE DONATIONS
There are many methods you can use to creatively give to charity to reduce your tax bill and most effectively use your donation. In this video,...
5 FINANCIAL BOXES FOR WEALTH ACCUMULATORS TO CHECK BEFORE THE YEAR ENDS
As 2022 comes to a close, it is an excellent time to review your finances and plan for the year ahead. Here are 5 financial boxes you should check...
PROGRAMS AND SERVICES FOR SENIORS
If you or someone you know is caring for a senior you may find this list helpful. The National Institute of Aging (NIA) has created a list of...
QUESTIONS FROM CLIENTS: WHAT ARE CAPITAL GAINS AND LOSSES?
As we approach the end of the year, some clients may have questions about capital gains and losses that have occurred in their portfolio. Watch this...
QUESTIONS FROM CLIENTS: WILL I HAVE ENOUGH TO RETIRE?
This is a common question that most start to consider as they approach their retirement years. There are typically 3 phases of retirement spending...
10 BASICS OF SETTLING AN ESTATE
Navigating the estate settlement process is often an overwhelming task during an already difficult time. It can be challenging and time consuming,...