I came across this article in Forbes magazine and thought it was worth sharing. This is relevant to anyone with aging parents – it puts protection in place for them and gives you peace of mind. https://www.forbes.com/sites/ashleaebeling/2018/02/28/the-healthcare-conversation-you-need-to-have-now/#2a5d8a5d3a35
The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018. There had been much concern and speculation about the direction the budget would take with respect to the taxation of private corporations. This was…
Owners of private corporations should be concerned about proposed tax changes being explored by the Department of Finance. In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being used by high income Canadians to…
You give up some control when you just have beneficiaries and no will by Ed Olkovich for MoneySense magazine Q: I am married. I have RRIF and LIRA and my spouse has RRSPs. We have joint cashable accounts too. We have appointed each…
There are a number of obstacles that could potentially de-rail a comfortable retirement. These include marriage breakdown, a stock market crash, and being sued. Another huge obstacle would be the diagnosis of a life threatening critical illness affecting you or…
One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice. Why not do both? Below are the features…
One of the many advancements in medicine has been the use of genetic testing in determining the probability that an individual will develop a life- threatening illness or condition. Knowing that you or your children are not at risk of…
By Carla Hindman, Director of Financial Education, Visa Canada Fall is officially here. With the new season comes new reasons to spend money, including increased utility bills, winter wardrobes and upcoming holiday purchases. Here are some tips to help you…
Insurance products are offered through our managing general agency.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
CLU Comment: Non deductible fines and penalties, Fees paid to a power of attorney, Managing inherent risk is a personal choice, Summer accidents highlight need for estate plans
Non deductible fines and penalties
Fees paid to a power of attorney
Managing inherent risk is a personal choice
Summer accidents highlight need for estate plans