Case Study: Wealth & Estate Planning

A senior executive based in Toronto, David is planning his upcoming retirement. He needs to update his financial plan to ensure that it is well-suited and tax-efficient for his significant life transition....

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Is Your Will Up-to-Date?

Whether your estate is of large or modest value, an estate plan should be part of your wealth management strategy. An essential component of an estate plan is a Will, which provides the basis for an orderly distribution of assets upon death....

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Opening an RESP

We understand that your children’s future is your priority and helping them achieve their goals without incurring debt is a gift you’d like to provide. A Registered Educations Savings Plan (RESP) can help you make that a reality....

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Insurance to Fit Your Life

Insurance today can work well in conjunction with traditional investment programs to take advantage of certain features of insurance and tax rules....

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Tax Implications of Selling Your Business

When it comes to selling your business, it is easy to focus solely on the sale price. However, the way in which the sale is structured may impact the after-tax proceeds that you personally retain....

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Business Succession Planning - are you prepared?

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business....

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Life Insurance and Saving for Retirement

One of the most common ways to take advantage of tax benefits when considering longer-term retirement planning is to invest in a Registered Retirement Savings Plan (RRSP)....

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Three Steps to Financial Wellness

Financial Wellness = Financial Security...

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Worried About Elderly Parents?

With lengthened life expectancy, an increasing number of Canadian families are facing the extra responsibility of assisting with the health care needs of aging parents, adding to their usual family responsibilities...

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Year End Tax Planning Tips

These year-end financial and tax planning tips might be useful to put in place before ringing in the New Year....

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