Your money, your life: Smart finances in your 40s

Your money, your life: Smart finances in your 40s

From attending parties to raising kids to running a business, life is busy. Amid the joys and stresses of daily life, staying on top of your finances can be a challenge, let alone finding time to plan for the long term. And even if you had the time, how are you...

Your money, your life: Smart finances in your 30s

Your money, your life: Smart finances in your 30s

From attending parties to raising kids to running a business, life is busy. Amid the joys and stresses of daily life, staying on top of your finances can be a challenge, let alone finding time to plan for the long term. And even if you had the time, how are you...

Rising above interest rate hikes

Rising above interest rate hikes

Interest rates continue to rise in Canada. When the Bank of Canada (BoC) increased its overnight rate to 1.75% in October 2018, it marked the fifth quarter-point increase since July 2017. From a historical perspective, the current rate is considered quite low – the...

Your Money, Your Life: Smart Finances In Your 20’s

Your Money, Your Life: Smart Finances In Your 20’s

From attending parties to raising kids to running a business, life is busy. Amid the joys and stresses of daily life, staying on top of your finances can be a challenge, let alone finding time to plan for the long term. And even if you had

What’s your Family Financial Philosophy?

What’s your Family Financial Philosophy?

Some of the most important events and decisions in life can be incredibly joyful and terrifying at the same time, such as having a child, buying a home and starting a business. Deciding how to use your wealth to build a legacy – both during and beyond your lifetime –...

Less tax, more benefits: Four strategies for tax minimization

Less tax, more benefits: Four strategies for tax minimization

Taxes may be inevitable, but that doesn’t mean you should give up without a fight. If you have a private corporation, there are options available to help you reduce your tax bill and hang onto more of your hard-earned income. Here are four strategies for minimizing...

What’s your Family Financial Philosophy?

What’s your Family Financial Philosophy?

Some of the most important events and decisions in life can be incredibly joyful and terrifying at the same time, such as having a child, buying a home and starting a business. Deciding how to use your wealth to build a legacy – both during and beyond your lifetime –...

Asking the big questions to focus on the big picture

Asking the big questions to focus on the big picture

A new year has begun, and just like every year, 2018 will have its share of ups, downs and surprises. When it comes to managing your wealth, the focus is often on long-term planning to protect against short-term blips and keep you moving forward toward your goal. But

PRESERVING YOUR WEALTH with corporate-owned life insurance

PRESERVING YOUR WEALTH with corporate-owned life insurance

The Liberal government’s proposed changes to Canada’s tax laws related to private corporations have been a hot topic for the past several months. While the government has made some amendments to its proposed changes following the conclusion of the 75-day consultation...