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Learn More About Retirement Planning & Wealth Management
Do you need Disability Insurance?
Do you need Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement
Trusts for Retirees – Probate Planning
When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that
Nine Tax Strategies to Pay Less Tax in Retirement
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in
The 38 Blog Posts from 2021
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
The Three Estate Buckets
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
What do I do if I don’t want to be an executor?
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
Why I Do What I Do
The Real Affect of Taxes and Inflation on Investment Returns
Game Plan Strategy: Monthly Financial Checklists
Should we take Advantage of our unused RRSP contribution limits?
The Essential Steps as You Prepare for Retirement
Rebalancing Your Portfolio
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
