Category Archives: Families

Comparing TFSAs and RRSPs

    If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features: While a TFSA can be used

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    RRSP Deadline is March 1, 2018. How much tax can you save?

      RRSP Deadline: March 1, 2018 The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year. If you want

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      6 Steps to Retirement Success

        Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Have a written plan which merges life priorities with financial resources. Consolidate your income-producing assets with one advisor. Layer different sources of income in the most efficient manner. Structure income in order to preserve valuable tax credits and government

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        Ontario Budget 2017

          Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals.

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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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              Federal Budget 2017 Families

                Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for families.

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                BC Budget 2017

                  BC Finance Minister, Michael de Jong delivered the province’s 2017 budget on Feb. 21, 2017. Learn what the budget means for small business owners and individuals.

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