Planning

Which investments can reduce your tax bill?

Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay. It all depends on your personal situation and how you structure your investment portfolio. 3 types of investment income and how they work A basic investment portfolio can generate three types of income: Interest income.…

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2019 Canadian Budget update

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Guaranteed Income for Life – RRIF

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QUEBEC 2019 FINANCIAL FACTS

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8 money management tips for couples

Are couples and money incompatible? Is financial planning a relationship killer? Here’s some advice on managing money together without destroying your relationship. 1. Break the money taboo Did you know that money is one of the main sources of conflict in couples? For love and money to coexist, you cannot bury your head in the…

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Women and the financial frontier

Addressing the financial challenges facing women, with tips men can use too. Women are centre stage in 2018. They’re speaking out across social media and demanding change – and there are signs they’re well positioned to get it. The federal government has a gender‑balanced cabinet for the first time in history. Globally, female empowerment, workplace…

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RRSP contributions for working seniors

Written by Peter Wouters Stan is turning 71 this year. He is enjoying a life filled with travel, relaxation and time with his family. Like more and more people, work is still very much a part of his life. Stan expects to work at least part-time for the foreseeable future. To Stan, this keeps his mind…

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4 estate planning tips

  Nobody likes to think about death or the burden it often represents for those we leave behind. Yet, it is important to be ready. Don’t postpone this important task―the decisions you have to make won’t be any easier in 5, 10 or 20 years! 1. Make a will A will that clearly identifies your heirs is…

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Estate maximization for business owners

Watch this short video to learn about a strategy business owners like you are using to minimize taxes and maximize their estates.  

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Talking finances with your elderly parents

Discussing money matters with family is never an easy task… Here are tips on how to broach this delicate subject with your aging parents with a minimum of conflict. As your folks get on in age, you may find yourself concerned about their financial situation. Your concern is well-founded. Neglecting to plan for a loss…

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