Category Archives: Estate Planning

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.

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    2019 Ontario Budget

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

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      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.

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        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

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          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

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            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.

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              Estate Freeze

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

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