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...
QUESTIONS FROM CLIENTS: HOW ARE MY ASSETS TAXED AT DEATH?
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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,...
QUESTIONS FROM CLIENTS: HOW DOES AN RESP WORK?
In this edition of Questions From Clients, Kelley Doerksen, CFP®, CIM® explains how RESPs (Registered Education Savings Plans) work. Learn about...
3 CORE ESTATE PLANNING DOCUMENTS
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and...
QUESTIONS FROM CLIENTS: HOW DO I READ MY INVESTMENT STATEMENTS?
If you feel confused when you look at your investment statements, you're not alone. We often get asked how to read and understand the information on...
QUESTIONS FROM CLIENTS: HOW DOES MY PENSION WORK?
If you have a Defined Benefit Pension Plan (DB Pension), you likely have questions about how it works and how it interacts with your overall...
HAPPY INTERNATIONAL WOMEN’S DAY
In honour of International Women’s Day, we are celebrating and featuring each of the inspiring women on our team. We asked them to share their...