We publish articles and helpful information bulletins to provide answers and commentary to frequently asked tax, financial, insurance, investment and estate planning questions. Our goal is to help educate you about the financial and insurance industry, to better understand what you need and want.
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- Is Your Tax-Free Savings Account a Missed Opportunity?
Tax Free Savings A Tax-free Savings Account (TFSA) is a missed opportunity for many Canadians who have either not set up a TFSA or are using it to hold low interest GICs. The attraction of a TFSA is tax-free investment growth (interest, dividends and capital gains) without any income reporting for tax purposes ...continue reading
- Use the Waterfall Wealth Transfer Concept to Benefit 3 Generations
How would you like to invest money on a tax sheltered basis that you could access if needed and also be able transfer wealth tax-free to your child and your grandchild when you decide? In other words, create something like a trust without having to worry about the rules and tax issues ...continue reading