Investment Income and Income Tax
Investments can deliver a major source of income and tax implications for individuals. Each major type of investment income is subject to different tax treatment. ...
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A Step-by-Step Guide to Conducting a Life Insurance Audit
Many people tend to neglect the insurance part of their portfolio, but it is one of the most important tools you can have as a ...
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Retirement Myths Debunked
We are experiencing a silver Tsunami. The leading edge of the Boomers turned 65 six years ago. On average, 1,250 Canadians turn 65 years old ...
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What Does Having a Pre-Existing Condition Mean for Your Life Insurance?
It’s a common misconception that having a pre-existing condition means that you automatically do not qualify for life insurance. The good news is this is ...
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The Value of Participating Life Insurance
Participating insurance can serve a variety of purposes for both individuals and businesses. For business owners, it may work well as a tax planning vehicle. ...
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What You Need to Know About Appointing a Power of Attorney for Your Finances
Many people may worry as they get older about what will happen if they are no longer able to manage their finances and personal property. ...
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Creating and Maintaining an Estate Plan
While uncomfortable to think about, effectively planning ahead for when you are no longer here can save your loved ones a great deal of time, ...
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Are Trusts Still Worthwhile
Since recent tax changes imposed by the federal government, it has been a topic of debate whether or not trusts hold the same advantages they ...
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What Is Probate and How to Plan for It
Probate is the process of getting your will approved by the courts. This process validates your will and allows your executors to distribute your assets. ...
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A Quick Guide to the CPP Survivors Benefit
Though not something many people want to think about, planning for the death of a spouse or common law partner is an essential part of ...
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