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February Newsletter

Personal Wealth and Finance


Tax Tips Quarterly

Tax changes that may 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.

More Recent Articles


Registered Investments

The RRSP Deadline for 2018 is Mar 1

In Canada, the government has established the Registered Retirement Savings Plan (RRSP) which allows certain tax benefits for saving for retirement.

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).

Wealth Viewpoint Quarterly

Does the CPP pension continue at death?

The CPP may offer a small death benefit but is generally not designed for providing a retirement income, or looking after a surviving spouse as he or she ages.

Registered Investments

It’s RRSP Top Up Time

It is that time of year when you weigh your tax bill against the contributions to an RRSP which can be deducted from your taxable income. This allows you to pay less tax on the money you make, hence leaving more money to invest for retirement.

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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