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Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP. Estate taxes, income taxes and education…
Tax Planning
Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but…
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement…
Portfolio Analysis
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your…
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find…
Insurance Analysis
Proper analysis is vital to ensure that you aren’t paying too much for insurance and that you have the correct type of insurance for your needs. The decision to buy insurance…
