When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....
Guest speaker Bruno De Pace divulges into the importance of your money mindset. He explores how spending and savings habits are formed and how these habits can impact our behaviour....
You want an inheritance to leave your children better off—not in conflict with each other. The good news is that communication can head off disputes....
You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite....
Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....
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....
Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....
If you’re wondering whether to open the Bank of Mom and Dad to help a child buy a home, you face a difficult decision. We’ve got a pros-and-cons analysis to make it a little easier....
Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....
All
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Economic Insights
Portfolio Construction
Insurance Planning
Investments
Philanthropic Planning
Financial Literacy
Lifestyle
Business Owners
Wealth Planning