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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Estate Buckets

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

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Chapter Four of Preserving Wealth The Next Generation
Blog

Chapter 4: Tax Concerns, RRSPs, and TFSAs

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 …

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Resources as you approach retirement
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Resources to Review As You Approach Retirement

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 …

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Key Financial Planning
Blog

Key 2023 Financial Planning Facts and Figures

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 …

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Chapter Three of Preserving Wealth
Blog

Chapter 3: Protecting and Preserving your Wealth

“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 …

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Tax Free Update for 2023
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Tax-Free Savings Account (TFSA) Update for 2023 

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 …

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Blogs from 2022
Blog

The 32 Blog Posts from 2022

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 …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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