Comparing TFSAs and RRSPs – 2020
January 30, 2020
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We examine the difference between RRSP and TFSA in the deposit and withdrawal stage....
2019 Tax Tips for Employees
November 22, 2019
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Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax pl...
6 Steps to Retirement Success
July 01, 2019
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Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan....
Financial Advice
June 01, 2019
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An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals....
2019 Federal Budget
March 21, 2019
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The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget....
Tax Lines to look out for
March 01, 2019
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It's that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexit...
RRSP Tax Savings deadline – March 1, 2019
February 22, 2019
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If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!...
Comparing TFSAs and RRSPs – 2019
February 01, 2019
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If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differenc...
Retirement Planning for Business Owners
August 01, 2018
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Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into considera...
Tax Lines to look out for
March 07, 2018
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It's that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexit...
Importance of a Financial Plan
September 01, 2016
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The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals. We...
Impact on Life Insurance
June 01, 2016
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Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.
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Exempt Test Legislation
May 18, 2016
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Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.
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Permanent Life Insurance
September 02, 2015
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All life insurance is designed to provide your loved ones with financial security when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the rest of your li...
Asset Allocation
September 02, 2015
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Find out how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial goals....
Long Term Care Insurance
August 20, 2015
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Long-term care insurance provides financial protection for you and your family to help cover the cost of care, if you are unable to care for yourself....
Registered Retirement Savings Plan
August 20, 2015
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RRSPs are a great way to save for your retirement. A registered retirement savings plan can help you achieve financial stability for later life....
Consolidating your Savings Plan
August 20, 2015
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Consolidating your savings can make managing your investments simpler and less stressful, and may mean more money for your retirement....
