Why do I need a will?
09 May 2022In this article we outline the basics of a will and encourage you to set up and maintain your will as situations in your life change.
Taking advantage of the 1% Prescribed Interest Rate before July 1, 2022
03 May 2022Individuals can lock in the 1% prescribed rate if the loan begins by June 30 and enjoy this low rate throughout the duration of the loan without being affected by any future increases.
Making the most of your TFSA and RRSP
02 May 2022Your ability to contribute to a TFSA and RRSP can change throughout your lifetime and depending on your life stage, withdrawals can have a significant impact on your taxes.
Are you prepared for a substantial inheritance?
02 Nov 2021You could inherit a significant sum and you’ll want to use it wisely. The process of receiving an inheritance may seem overwhelming but having a plan in place and being prepared will help.
What to do with unused RESP Assets
22 Sep 2021With proper planning, you may be able to retain most if not all of the unused RESP assets.
Minimize Your Tax Footprint
20 Nov 2019As year end approaches, think about how you can make sure the tax man gets a bit less of your money.