TFSA vs. RRSP

Both the RRSP and TFSA can be excellent savings tools. Ideally, it is beneficial to maximize contributions to both....

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Invest in Your TFSA

One of the most compelling reasons for investing in a TFSA is the opportunity for tax-free growth....

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Make 2020 Less Taxing

Minimizing the impact of taxation can play a significant role in building wealth. Even small reductions in taxes over time can make a large impact to your overall returns....

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Don't Leave Tax Planning Too Late

Here are some actions that should be considered before December 31st....

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Charitable Impact - Donor Advised Fund

There are many choices when it comes to making a charitable donation - learn more about establishing a meaningful, strategic and tax-effective charitable giving strategy....

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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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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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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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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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