Tag: estate planning

What’s your Family Financial Philosophy?

April 2, 2018

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 – often falls into this category […]

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Waking up to tax-efficient estate planning

March 21, 2017

We get it: if we try to tell you about the merits of the capital dividend account, you’ll likely be asleep or hitting “close” before we can start our second sentence. So instead, let’s talk about sheltering your investments from taxes. Let’s talk about building your personal estate with money taxed at a corporate tax […]

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An honest look at your financial affairs

February 20, 2017

It’s February and for many it’s time for some honest self-reflection. Do you consider yourself generally successful in your career? Do you lead a busy life? Do you ever worry about whether your financial affairs are all in order? Are you unsure what kind of insurance you have and how much coverage you have under each […]

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Protecting Your Wishes with a Will

November 14, 2016

Planning for your own death is a difficult concept to embrace. No wonder we often choose to avoid thinking about how our loved ones will be affected when we die. However, in doing so we tend to ignore important issues such as the support of a surviving spouse, the long-term needs of a disabled child […]

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Using an Estate Freeze to Protect Your Assets

May 3, 2016

If you were to die yesterday, what would happen to your assets? If you’re unsure of the answer to that question, you are not alone. Most Canadians are aware that they need a will with clear direction on where their assets should go upon death. But how to maximize the inheritance left for your loved […]

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What bank is your mortgage better off with?

March 15, 2016

“Am I better off with a big bank for my mortgage?”  This is a question that is frequently asked by property buyers when it comes to choosing a mortgage lender. The answer, however, is very subjective as things like mortgage servicing, access to products and penalty calculations have to be considered when picking the best lender for your […]

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Retirement Income Options You Haven’t Considered

February 16, 2016

Retirement income planning is a complicated, personal process. Many baby boomers set to retire in the upcoming years may be concerned about what their retirement income will look like. Saving into your RRSP and through an employee retirement plan offers some assistance and peace of mind. For many, maintaining their lifestyle may be impossible through such […]

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Tips for a Successful RRSP Season in 2016

January 26, 2016

Retirement planning, especially as you’re getting closer to it, may be stressful. This RRSP season, you may be  finding yourself thinking about unknown expenses that may occur in the future, how to maintain your lifestyle during retirement, and trying to ensure everything is going to be alright. You have been contributing to your registered retirement savings […]

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Importance of Life Insurance in Family Law

January 12, 2016

Families typically consider life insurance policies as a forward looking estate planning tool, which it certainly is. However, in case of the unfortunate life event such as a separation or divorce, life insurance can also play a vital role from a context of family law.   for a child and/or spousal support obligation that may […]

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