So, you want to buy a vacation property — but is it a good investment?
Here are a few things you should think about before you seriously consider purchasing a vacation property.
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
The Tax-Free First Home Savings Account (FHSA): Questions & Answers
The FHSA is a tax-free savings account for first-time home buyers. It offers the opportunity to save $40,000 on a tax-free basis and is designed…
Federal budget 2023
Budget 2023 is focused on measures to help make life more affordable for Canadians, spending on improved health-care services, investments in green energy and rollout…
Trusts: a powerful wealth planning tool
A trust is a powerful wealth planning tool that may allow you to get specific about how you want to transfer your wealth to beneficiaries.…
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.
Family trusts & prescribed rate loans
Income-splitting with minors may reduce tax & maximize cash flow A prescribed rate loan arrangement can be used by couples (spouses or common-law partners) to…
2022 year-end tax planning checklist
Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the…
Reversing the stigma of reverse mortgages
How wealthy retirees can use this tool to free up cashflow