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May Newsletter

Personal Wealth and Finance


More Recent Articles


Registered Investments

Using both RRSP and TFSA incentives

What are some of the differences between a Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian …

Tax Tips Quarterly

Federal Budget 2018 Snapshot

Finance Minister Bill Morneau has tabled his third federal budget on Tuesday, February 27, 2018 which engages the spending of $21.5 billion. A few highlights are: The deficit is projected to be $18.1 billion for 2018-19 to reduce to $12.3 …

Business

Passive Investments and the 2018 Federal Budget

Passive investment income tax changes apply to the wealthiest 3% of corporations Morneau says.

Tax Tips Quarterly

Tax changes that may affect you

How might the Federal government tax changes directly affect you?

Investor Insight

Taking the long-term view

Consider these ten points when planning your investments. Understand the influence of business and market cycles

Life View

When Permanent Insurance makes sense

As the children get older and move out on their own, and your mortgage and other debts are nearly paid off, the need for life insurance capital designed to replace income for dependents decreases.

Estate View

New tax rules for private corporations

On July 18, 2017, the federal government and the Department of Finance issued draft legislation changing the tax planning available for private corporations.

Wealth Viewpoint Quarterly

Why widows need a financial plan

The widow population over the age of 65 is one of the fastest growing demographics facing poverty! Senior widows outnumber widowers four to one and represent about 45% of all women aged 65 and over.

Wealth Viewpoint Quarterly

Your 2017-2018 RRSP Review

Every year we publish legislative and current updates to the Registered Retirement Savings Plan (RRSP).

Financial Viewpoint

Getting a Grip on your CPP: Review 2017-2018

The Canada Pension Plan (CPP) provides contributors and their families with partial replacement of earnings in the case of retirement, disability or death. Almost all individuals who work in Canada outside Quebec contribute to the CPP. Calculating your CPP while …

Wealth Viewpoint Quarterly

We have life insurance solutions for your business

Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I have access to a broad range of insurance, investment, employee disability, and group benefits to help meet your …

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