Blogs
Tax Season Reminders: Planning for Instalment Payments
Most individuals pay a significant amount of their income tax through source deductions, which are amounts withheld from their income. Employers deduct and remit income tax on a taxpayer’s behalf
Financial Resolutions: Safeguard Your Estate Planning Documents
As a new year begins, many focus on financial resolutions like saving more or reducing debt. This year, why not consider making estate planning a priority, starting by safeguarding your
You Asked: Questions About Lesser-Known RRSP Opportunities
Overall Registered Retirement Savings Plan (RRSP) participation has fallen since the start of the millennium, from 29.1 percent of taxpayers to 21.7 percent in 2022. The good news? Higher-income earners
HNW Investors: Be Aware of the Realities of Elder Abuse
A recent Wall Street Journal article profiled 27-year-old Jeopardy! contestant Brendan Liaw, who proudly called himself “The Stay-at-Home Son”—a term aptly added to the Urban Dictionary in 2007. The article
The Many Benefits of Portfolio Rebalancing
Rebalancing a portfolio involves adjusting the allocation of assets to bring it back in line with your investment strategy, ensuring it remains consistent with your risk and return profile. Why
Thinking Ahead: Planning a Tax-Efficient Withdrawal Strategy
“A dollar’s value depends on the tax trail it travels.” With our tax liabilities rising significantly over the decades (chart), tax planning continues to be an important part of wealth
Back to School: Why the RESP Should Be Included in a Will
While many of us set up a Registered Education Savings Plan (RESP) to support a family member’s education and create a lasting legacy, it’s ironic how often the RESP is
More Perspectives: The Great Mortgage Renewal — Pay It Down Faster
More Perspectives: The Great Mortgage Renewal — Pay It Down Faster For many years, historically lower interest rates made it easy to take on debt, particularly in the form of
Summer Motivation? The Health & Wealth Connection
It likely comes as no surprise, but physical, mental and financial well-being are interconnected. One of the most direct links between health and wealth is the financial impact of maintaining
