Webinar Recording - Is it Really Different This Time? 

Hosted by Rob Taylor, Emily Rae, and Greg Giffin
 

Rob Taylor and Emily Rae hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment.

Click here to watch the recording.

 

 

Have you built charity and philanthropy into your estate plan?

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Are you a Canadian resident with U.S. property?

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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Why tax deferral works

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Split your income to save tax

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Managing a windfall, large or small

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Time for a vacation property chat?

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RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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