You will find attached a short summary of the 2018 budget produced by our team of experts. This summary highlights the main changes and impacts for: individuals businesses other measures of interest Full Report
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This is a question we are faced with regularly when helping our clients. Many in Canada still have the connection to a Defined Benefit Pension Plan that is well funded and will provide great stability through retirement. However, at...
In case you missed it the Globe and Mail, Rob Carrick, had a great article “A Guide to Naming a Beneficiary of your TFSA, RRSP and RRIF published February 10, 2017. The article is a great summary about the ways in which you could transfer...
It used to be that if an individual didn’t travel, didn’t drive, or lost their license due to age, you didn’t worry about maintaining their identification. That is no longer the case. Maintaining valid provincial or federal photo id is...
Each year many Canadians rush to complete their taxes in an effort to gain back hard earned dollars that CRA has been holding onto - interest free. However, in this rush many Canadians forget to include many important tax slips, and this can cause...
Every year when we meet with our clients we stress the importance of having a long-term financial plan in place. Markets can be unpredictable year to year, but a financial plan can help you see beyond the focus of returns and keep your...
For many of us, ‘Canada Revenue Agency’ (CRA) are 3 words we deal with every April, and then try not to think about for the rest of the year. Over the past 5 years however, CRA has beefed up their online service and can now provide valuable...
Part of our wealth management practice involves understand how best to shelter, protect and transfer wealth. Not only do we rely on market instruments to help us with this, we also look to the insurance world to help do so. Over the last year...
For years Rob Carrick, Globe & Mail Author, has been an advocate for lowering the fees Canadian's pay for investements; and this is something our team also has paid great attention to on the fairness of costs within our industry. What...