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2020 Only Blog Family Individuals Investment Retirees RRSP Tax Tax Free Savings Account

Comparing TFSAs and RRSPs – 2020

Gord Malic
January 30, 2020 0 Comments
We examine the difference between RRSP and TFSA in the deposit and withdrawal stage....
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2019 Only Blog Estate Planning Family Individuals Investment Retirees RRSP Tax Tax Free Savings Account

2019 Tax Tips for Employees

Gord Malic
November 22, 2019 0 Comments
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...
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Blog Business Owners Family Investment Retirees RRSP Tax Free Savings Account

6 Steps to Retirement Success

Gord Malic
July 01, 2019 0 Comments
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....
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Blog Estate Planning Family Individuals Retirees

Financial Advice

Gord Malic
June 01, 2019 0 Comments
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....
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2019 Only Blog Business Owners corporate disability Individuals Investment pension plan Retirees Tax

2019 Federal Budget

Gord Malic
March 21, 2019 0 Comments
The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget....
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Blog Charitable Gifting disability Family Individuals Investment Retirees RRSP Tax

Tax Lines to look out for

Gord Malic
March 01, 2019 0 Comments
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...
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Blog Family Individuals Investment Retirees RRSP

RRSP Tax Savings deadline – March 1, 2019

Gord Malic
February 22, 2019 0 Comments
If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!...
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Blog Family Individuals Investment Retirees RRSP Tax Tax Free Savings Account

Comparing TFSAs and RRSPs – 2019

Gord Malic
February 01, 2019 0 Comments
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...
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Blog Business Owners corporate Retirees RRSP Tax Tax Free Savings Account

Retirement Planning for Business Owners

Gord Malic
August 01, 2018 0 Comments
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...
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Blog Charitable Gifting disability Family Individuals Investment Retirees RRSP Tax

Tax Lines to look out for

Gord Malic
March 07, 2018 0 Comments
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...
Read More
Business Owners Families Insurance Investment Retirees

Importance of a Financial Plan

Gord Malic
September 01, 2016 0 Comments
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...
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Investment Preparing for Retirement Retirees

Brexit Commentary

Gord Malic
June 30, 2016 0 Comments
Investment Company opinions on Brexit....
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Business Owners Estate Planning Families Growing Families Insurance Investment Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Impact on Life Insurance

Gord Malic
June 01, 2016 0 Comments
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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Business Owners Estate Planning Families Growing Families Insurance Investment Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Exempt Test Legislation

Gord Malic
May 18, 2016 0 Comments
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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Business Owners Estate Planning Families Growing Families Insurance Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Permanent Life Insurance

Gord Malic
September 02, 2015 0 Comments
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...
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Business Owners Families Investment Maturing Families Preparing for Retirement Retirees

Asset Allocation

Gord Malic
September 02, 2015 0 Comments
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....
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Business Owners Families Insurance Investment Maturing Families Preparing for Retirement Retirees

Long Term Care Insurance

Gord Malic
August 20, 2015 0 Comments
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....
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Business Owners Families Growing Families Investment Maturing Families Preparing for Retirement Retirees Starting your career

Registered Retirement Savings Plan

Gord Malic
August 20, 2015 0 Comments
RRSPs are a great way to save for your retirement. A registered retirement savings plan can help you achieve financial stability for later life....
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Business Owners Estate Planning Families Growing Families Investment Maturing Families Preparing for Retirement Retirees Starting your career

Consolidating your Savings Plan

Gord Malic
August 20, 2015 0 Comments
Consolidating your savings can make managing your investments simpler and less stressful, and may mean more money for your retirement....
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Business Owners Estate Planning Families Growing Families Insurance Investment Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Build your Financial Plan

Gord Malic
July 05, 2015 0 Comments
...
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