Financial Planning

09/27/2018

Advisors Edge recently published an article about the current liability of being an executor and if insurance would be necessary. While not all cases would require insurance it the article does help shed some light on the growing need....

RRSP Basic Rules

by Diane Nash

09/08/2018

Created in 1957, the Registered Retirement Savings Plan (RRSP) is the best known and most widely used of all tax-sheltered savings methods. RRSPs allow taxpayers to invest for their retirement by deferring income taxes on both the invested capital...

Canada's Inflation Rate on the Rise

by Diane Nash

08/17/2018

Financial plans are created with basic assumptions including rate of return, life exectancy and an inflation rate. As we watch this number climb and adjust, your financial plan should be reviewed to ensure projections reflect changing...

The Fog of Trade War

by Nash Family Wealth

06/27/2018

The next two weeks will be tumultuos for financial markets as we remain mired in the fog of trade war. Full Article

Remarkable Comeback

by Nash Family Wealth

03/02/2018

After months of uncanny calm and stability, volatility came back forcefully in February. In our view, this pullback had more to do with a mean reversion to a more sustainable trend. In the next few weeks, we will continue to closely monitor...

Budget Canada 2018

by Diane Nash

02/28/2018

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

Reaching Tomorrow's Women Investment Advisors

by Diane Nash

02/05/2018

Cautiously Optimistic for 2018

by Nash Family Wealth

01/03/2018

In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter stages of the business cycle amid high levels of bullishness within the...

Updated Rules From Finance Canada: Tax Planning Using Private Corporations

by Nash Family Wealth

07/23/2017

In Budget 2017, the Minister of Finance, Mr. Bill Morneau, announced the Government of Canada’s intention to address, in the upcoming months, tax planning strategies involving the use of private corporations by way of a paper detailing the nature of...

Take the Pension or Commute the Value?

by Diane Nash

05/27/2017

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...

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