Category Archives: Estate Planning

2019 Tax Tips for Employees

    Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.

    Read More

    Succession Planning for Business Owners

      Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.

      Read More

      Financial Advice

        An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

        Read More

        2019 Ontario Budget

          The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.

          Read More

          Tax Planning Tips for End of 2018

            Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

            Read More

            How to Make the Best of Inheritance Planning

              How to Make the Best of Inheritance Planning Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can

              Read More

              Getting the best from a financial advisor

                Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

                Read More

                Revisiting your Estate Plan

                  For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to ensure that their money continues to earn money for them.

                  Read More

                  Estate Freeze

                    Protect your heirs from steep tax burdens through executing an estate freeze. Contact us to learn how.

                    Read More