Financial Library

Will Your Estate Have Enough Cash?

Posted on October 9, 2017

We've all heard that life has two certainties - death and taxes. You need to know the two often coincide. While Canada does not have an official death, estate or inheritance tax, there are some postponed taxes that become payable on death. There are other obligations that need to be taken into account as well. Without proper planning, an estate may have to face large and unexpected cash shortages. Consider:

Tags: 
estate planning

Era of Rising Interest Rates

Posted on September 11, 2017

Era of Rising Interest Rates

The recent increases in the Bank of Canada and Federal Reserve prime rate in the past few months signal the end of historically low interest rates. According to a Bank of England study released in early 2016, current low interest rates are the lowest in 5000 years of recorded history*!

Tags: 
debt management
interest rates
saving strategies

Making the Most of Your TFSA

Posted on September 11, 2017

Making the Most of Your TFSA

Being such a new program, many Canadians do not fully understand the long-term power of the TFSA tax savings opportunities. It is much more than just an opportunity for saving — it can be a powerful and incredibly effective tool for an overall investment strategy. Here are some ways that you can use the TFSA for your long-term benefit and financial empowerment.

Tags: 
tfsa
savings

Helping Elderly Parents Manage Their Money

Posted on September 11, 2017

Helping Elderly Parents Manage Their Money

Tags: 
retirement planning
money management

Regulators Target Compensation Structures

Posted on August 7, 2017

Regulators Target Compensation Structures

The current compensation model for financial industry participants*, who promote the use of investment funds and other managed investment products for retail clients, has been mostly unchanged for over 30 years.

Tags: 
financial strategies
investments

Build Your Wealth Together

Posted on August 7, 2017

The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together, it's an ideal time to discuss your financial goals and map out an effective tax strategy that supports it.

Create an Investment Strategy for Your Tax Savings

Tags: 
tax planning

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