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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Ontario Staycation Tax Credit
Blog

Ontario Staycation Tax Credit

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. …

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Invest in the Stock Market
Blog

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and …

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Navigating Market Downturn
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How to Navigate a Market Downturn for Retirees

With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate …

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Paying Income Taxes in Retirement
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Paying Your Income Taxes in Retirement

When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes …

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Home Purchase for Children
Blog

Can we give money to our children to help with a home purchase?

In meeting with clients a common question we hear is, “Can we give money to our children to help with a home purchase?” With real …

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retirement spending
Blog

The Three Stages of Retirement Spending

When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three …

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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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