Enhance your legacy
Estate planning starts with a will, but there’s more to it than that.
Estate planning starts with a will, but there’s more to it than that.
Whether your retirement is just around the corner or further down the road, the key to eventually enjoying it is preparedness.
Family and Business succession planning is always a difficult process. Here are a few tips to remember. Getting it right over time is the key, let us help you plan for success! See inside for more information.
[Manulife Investment Management] The latest 2023 tax rate card puts the most up-to-date marginal tax rates and tax brackets by taxable income source, non-refundable tax credits, and much more all in one place. This reference card is designed to help you and your clients with tax planning for the 2023 calendar year.
Estate planning and updating your Will has been a topic we have had several questions over the past few years and has increased since the pandemic. We are here to help!
Welcome to 2023, there are new government program designed to stimulate new home buyers...great incentives, and we are happy to show you how to navigate through the process. See link inside for more details!
A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.
The latest 2022 tax rate card puts the most up-to-date marginal tax rates and tax brackets by taxable income source, non-refundable tax credits, and much more all in one place.
Many Canadian taxpayers over contribute to their RRSP and then have a huge income tax bill later in life and/or a very large estate tax bill with the left over RRIF balance in the estate. With a simple review of your current situation, we can easily make sound recommendations for your consideration.
When money is paid out of a registered education savings plan (RESP), the various types of payments and tax treatment can cause confusion so here is an article about withdrawing funds tax-efficiently from RESP accounts.
Bill C-208 is a Bill that amends the Income Tax Act in an attempt to alleviate the financial disadvantage that typically arises for taxpayers who sell their family farm (or small business) corporation to their children as opposed to an arm’s length person. The Bill is welcome news!