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March 14, 2022
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In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What
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In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What
A great strategy many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of
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
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
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
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
For your FREE Copy of Preserving Wealth, CLICK HERE We were finishing up the Cajun hot dogs when David had the gall to complain that …
As you reach your mid to late 50s and early 60s (and as you look in the mirror), you begin to realize you are closer …
RRSPs Spousal RRSP Rules TFSAs Old Age Security (OAS) OAS Claw Back (recovery tax) 2023 Canada Pension Plan (CPP) Payments Registered Education (RESP) Limits Probate …
“Well, David, I have to say one thing—you sure have become a good cook. This has been one of the best breakfasts we’ve had all …
Key Items: Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has …
Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of …
For a FREE E-book copy of Preserving Wealth, CLICK HERE
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Suite 204
Burlington, Ontario
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